Macro Strategy Insights

China and Trade

The Summit with Xi is finally here. The U.S. has arrived with an impressive group, including many titans of industry. Equity futures had a nice pop overnight as Jensen Huang hopped on AF1 at a stop in Alaska. Another higher than expected report on inflation has tempered those gains. Now we await what is likely to be a barrage of headlines from China. Market consensus is that the President “needs” a win and will likely come away with some sort of a deal and a softening of tone with China. The Cards This administration often talks about “holding the cards” ... China and Trade

To access this report, please login.
If you don’t have an account, please reach out to your relationship manager or contact us at content@academysecurities.com