A US probe found foreign aircraft imports pose national security risks. However, the administration will not impose new tariffs on these goods. The report cited reliance on foreign supply chains and quality control issues. US President Trump directed negotiations to address industry impacts and may act later. The aviation sector previously warned of tariffs' negative consequences.

The US Commerce Department concluded its Section 232 probe into aircraft imports without imposing new tariffs, removing a key macro risk factor for markets.

Cabinet officials will report to the president within six months about trade negotiations to address imports of commercial aircraft, jet engines and parts.