Recent US actions have focused on targeted designations against Chinese-linked entities tied to Iran’s weapons and oil procurement rather than broad new sanctions on Beijing itself. The September extension of the US-China trade truce until January 2027, following President Trump’s meetings with Xi Jinping, has deferred deadlines on tariffs, export controls, and reciprocal restrictions, reducing near-term escalation pressure. Ongoing Entity List additions and retaliatory countermeasures from both sides continue, yet the pause on major new measures and scheduled diplomatic and legislative timelines through late October support trader expectations that no fresh China-wide sanctions package will be announced before the market resolution date.