Trump has told us how fantastic the Beijing summit was – but what is the truth? China and the US agreeing on trade and growth over conflict is positive. They will remain polite to each other, but the struggle for hegemonic power will continue. Xi may be betting the state of the US economy, and the mistakes in Iran, means Trump will become less relevant from November.
2 choices for markets this week. Worry about where politics are headed in DC and London, and where the Beijing summit will lead us. Or join the AI party, bet everything on the upcoming IPOs, and dance yourself dizzy before someone pulls the plug. Interesting days ahead.
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