[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Ramsan Karamali live from Yahoo Finance Studios in London. It's Monday 27th October.It's a big tech earnings week coming up on the show. So the US and China agree on a framework for a trade deal. Then there were five.Trump says he could name his next Fed chair before year end. and I'll tell you about a stock that's up nearly 900% in just six months. So, grab your coffee and let's own the morning.[Music] Well, the first thing you need to know is ...

I'm Joe Frier. >> And I'm Savannah Cers. Thanks for starting your Monday with us. We are going to begin this morning and this week in Japan where President Trump arrived just a few hours ago. He is set to meet with several Japanese leaders before heading to South Korea on Thursday. >> On the calendar there, President Trump's highly anticipated meeting with Chinese President Xiinping. Tensions between the world's two largest economies have risen since the president threatened an additional 100% tariff on Chi ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Foreign Exchange (FX) Market - **Company**: Bank of America Securities (BofAS) Core Insights and Arguments 1. **DXY Performance**: The DXY index remains range-bound, trading within its tightest range in over a decade, indicating a lack of strong directional movement despite various market influences [12][15][8] 2. **Market Sentiment**: There is a growing caution among investors regarding the "short USD" positions, with conviction levels waning as the market digests recent developments in France and Japan [7][8][16] 3. **Fed Influence**: The FX market's focus has shifted away from the Federal Reserve, with recent dovish shifts in Fed pricing reversing the initial reactions to September's "hawkish cut" [2][25][31] 4. **Trade and Tariff Concerns**: Renewed tensions in US-China trade relations have re-emerged as a significant factor, with potential risks associated with the upcoming IEEPA tariff ruling [4][59][68] 5. **Medium-Term Outlook**: The outlook remains bearish for the USD, with expectations of lower real rates and potential shocks to financial conditions posing downside risks [5][74][75] Additional Important Insights 1. **FX Hedging Activity**: There is a noted slowdown in FX hedging activity, but potential for increased USD hedging exists if costs decrease and correlations shift positively [3][37][39] 2. **Impact of Global Events**: Developments in France and Japan have had a notable impact on the USD, with the yen and euro reacting to political changes and fiscal concerns [16][17][18] 3. **Consumer Confidence**: The resilience of the US consumer could drive more moderate labor market declines, potentially affecting Fed pricing and USD strength [81] 4. **Tariff Revenue**: The US government has reported significant customs receipts, which could be impacted by changes in tariff laws, affecting the fiscal outlook and USD valuation [69][70][73] Conclusion - The FX market is currently navigating a complex landscape with multiple influencing factors, including geopolitical tensions, Fed policy shifts, and evolving market sentiment. The bearish outlook for the USD is supported by anticipated lower rates and ongoing trade uncertainties, while potential catalysts for change remain closely monitored.

Tonight, the explosive hurricane that could wreck parts of the Caribbean with Hurricane Melissa now a monster category 4 storm and still intensifying, taking direct aim at Jamaica where they're bracing for 2 feet of rain and catastrophic flooding. The storm's newest track just into us and where it could make a second landfall. A potentially pivotal moment in the trade war with the US and China closing in on a new deal as President Trump arrives in Asia for a key meeting with China's leader.Millions of Ameri ...

Landing in Malaysia in apparently good spirits, President Trump tonight hopeful he'll strike a new trade deal with China during his whirlwind trip this week to Asia. >> United States is having its golden age. >> Treasury Secretary Scott Bessant feeling new optimism ahead of Trump's highstakes meeting with Chinese President Xi Jinping Thursday in South Korea.>> I believe we've reached a very substantial framework. You're not anticipating the 100% tariffs. >> Uh, no, I'm not.And I'm also anticipating that we ...

Market Overview - The stock market is reaching new records despite trade war risks and a shaky U.S. macroeconomy [1] Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, advising seed-round startups [1]

Market Overview - The stock market is reaching new records despite trade war risks and a weak U.S. macroeconomy [1] - There is a caution against complacency in the current market environment [1] Analyst Background - Gary Alexander has extensive experience in covering technology companies and advising startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications [1]

[Music] When someone says >> tonight, Canada pulled the plug on a TV commercial that infuriated President Trump, prompting him to abruptly cut off trade talks. The ad uses the words of the late President Reagan to make a case against US imposed tariffs. >> America's jobs and growth are at stake.>> The ad paid for by the province of Ontario set off Mr. . Trump on social media calling the ad fake with Reagan speaking negatively about tariffs. >> Such trade barriers hurt every American worker and consumer.The ...

It's a critical period for China as it prepares for high stakes talks with the US next week. Ahead of those discussions, one of China's most important political meetings, the so-called fourth plenum took place over 4 days. It gave insight into what President Xi Jinping and his government are looking to prioritize while locked in the trade war with the US.Topping the agenda, China called for more self-reliance of technology and vow to increase advanced manufacturing. This could be a way to counter efforts by ...

Today on “The Intelligence”: Is China winning the trade war, screen-addicted seniors and wonderful waltzes from Strauss to “Strictly Come Dancing” https://t.co/b0UfiHDmNW ...