President Donald Trump's trade war truce with China still leaves a hefty 30% tariff in place, at least for the time being, but the deal improves the outlook for the economy.

The U.S.-China tariff truce creates short-term relief but long-term uncertainty. Companies are racing to adapt supply chains, while consumers continue to absorb elevated costs during the 90-day pause.

The future of the U.S.-China tariff war is unclear, but in the next three months, some stocks may benefit more than others.