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Sunday, September 27, 2026

The Xi-Trump summit will be a non-market event. Why? - Part 2

Just as we've expected, the US-Sino summit was a non-market moving event.
The current market movements will be determined by the Iran war, oil price and US treasury bond yield.

Trump will be visiting China in November and we'll see whether the US and China can reach some concrete deals or not.  Let's see how this will pan out.

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