Soybeans pushed higher for a second session ahead of meeting between US President Trump and his counterpart Xi Jinping expected for Thursday to finalize a wide-ranging trade deal https://t.co/fPT0tyhP9h ...

[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketStocks kicked off the week with a bang, hitting new record highs after U.S. and Chinese officials announced a breakthrough in trade talks over the weekend.The early rally never fizzled, with all three major indexes closing at all-time highs and the Nasdaq leading the way, up nearly 2% thanks to a surge in chip stocks like Nvidia.Driving optimism was news that President Trump and President Xi Jinping are expected to formal ...

Group 1 - Optimism regarding a potential US-China trade deal is leading investors to sell Treasuries, resulting in decreased demand for safe-haven assets [1][3] - Yields on 10-year US government bonds increased by four basis points to 4.04%, the highest level in over a week, following agreements on tariffs and export controls between the US and China [2] - The selloff in Treasuries is occurring at a critical time as markets anticipate central bank policy decisions and the outcome of a meeting between President Trump and President Xi Jinping [3] Group 2 - Investor sentiment will be further assessed through upcoming two- and five-year Treasury sales [4] - Concerns over inflation risks are growing as tariffs begin to impact the economy, despite soft CPI data and worries in sectors like housing and private credit [4] - A proxy for term premium on US 10-year debt rose by one basis point to 66 basis points, indicating a slight increase in perceived future risk [5]

Chinese and U.S. trade negotiators lined up a number of deals over the weekend. Those talks come ahead of President Trump. And President Xi is planned meeting this week in Korea.Bloomberg reporting that the agreements, however, did not resolve key fundamental issues such as national security. Our Washington correspondent Taylor Kendall joins us now from Tokyo, where she's been traveling with President Trump. So, Taylor, what does it seem like was agreed upon in Malaysia over the weekend.Yeah. Hey, Danny. We ...

Core Insights - Oil prices increased on Monday due to optimism surrounding a potential US-China trade agreement, which positively influenced market sentiment [1] - Base metal prices also rose, driven by expectations of increased demand from China, the largest consumer of these metals [1] Group 1 - Oil prices rose as optimism over a US-China trade agreement boosted market sentiments [1] - Base metals prices climbed on expectations of more demand from China [1]

Market Overview - Global financial markets are experiencing optimism due to positive U.S.-China trade relations, a pharmaceutical breakthrough in Canada, and strong industrial profit growth in China [2][6] - U.S. pre-market indicators show S&P 500 futures up 0.9%, Nasdaq-100 futures up 1.3%, and Russell 2000 futures up 1% [2] Pharmaceutical Industry - Health Canada has granted conditional authorization for Eisai Co., Ltd. and Biogen Inc.'s drug LEQEMBI® (lecanemab) for early Alzheimer's disease, marking it as the first treatment targeting the underlying cause in Canada [3][8] - The approval is based on positive results from the Phase 3 Clarity AD study, where LEQEMBI reduced cognitive decline by 27% over 18 months compared to placebo [4] - The drug is already approved in 51 other countries, with significant implications for the estimated 771,000 Canadians living with dementia [4] Industrial Sector in China - China's industrial profits have seen substantial growth, attributed to government efforts to address industrial overcapacity and improve profitability [5][8] - These proactive measures are contributing to a more stable and profitable industrial landscape in China [5] Individual Stock Movements - Keurig Dr Pepper (KDP) shares rose 3.5% after reporting revenues that exceeded expectations and raising its full-year net sales growth outlook [7][8] - Carter's (CRI) shares fell 9% due to missed sales and operating margin targets [8][11] - Snowflake (SNOW) shares gained 2% after reaffirming its revenue guidance for the third quarter and fiscal year 2026 [11] - Cadence Bank (CADE) also saw a positive movement, increasing by 3.5% [11]

Trade Deal & Negotiation Strategy - US and China reportedly reached a trade deal framework before President Trump's meeting with President Xi [1] - The current administration's pattern involves threats of tariffs followed by announcements of potential deals after negative market reactions [3] - The administration set a deadline of November 10th for a new agreement addressing access to rare earth materials and chips [4] - The President's negotiation style is described as unpredictable, potentially creating uncertainty for those involved [5][6] - Some suggest this negotiation style, while disruptive, may be beneficial, while others believe the traditional approach didn't yield desired results [7][9] Economic Impact & Market Reaction - The market tends to recover quickly after sell-offs triggered by adverse trade headlines [9] - Despite trade-related challenges, major market averages have reached new highs [10] - There's a disconnect between Wall Street earnings and the difficulties faced by farmers, ranchers, and small businesses due to trade policy instability [10] - Over 90% of US exporters are small and family-owned businesses, significantly affected by trade policy uncertainty [11] - The market's positive performance may be attributed to the expectation that Trump will ultimately make a deal [11] Trade Relations & Future Outlook - The specifics of the trade deal, including tariff levels with China and other allies, remain uncertain [12] - While many trade deals have been announced, the actual details and implementation are still pending [13] - Companies are seemingly adapting to the trade environment, as reflected in their earnings and stock market performance [14]

President Trump is in Japan this morning. It's the second stop on his nearly week-long trip to Asia. Today, the president will meet with the Japanese prime minister, who's the first woman to hold that office.The two leaders are expected to discuss defense spending and trade, the latter of which tops the agenda for each stop on Trump's Asia tour. So far, the president completed the first leg of his trip in Malaysia, landing in Koala Lampur to a red carpet welcome and a dance party that you see there before a ...

Core Insights - Global stocks experienced a rebound, driven by easing trade tensions between China and the U.S., marking a positive start to a week filled with central bank meetings and major earnings reports [1][2]. Group 1: Trade Developments - Top economic officials from China and the U.S. outlined a trade deal framework for Presidents Trump and Xi to consider, which could halt further U.S. tariffs and Chinese export controls on rare earths [2]. - The positive sentiment from trade discussions led to significant stock gains in Asia, with South Korea, Taiwan, and Japan reaching record highs [3]. Group 2: Market Reactions - U.S. stock futures surged, with Nasdaq futures increasing by 1% and S&P 500 futures rising by 0.7%, reflecting investor optimism regarding the trade truce [4]. - The Chinese yuan strengthened to a one-month high against the dollar at 7.1091, indicating market confidence in the trade negotiations [5]. Group 3: Economic Indicators - The People's Bank of China set the official midpoint rate at 7.0881 per dollar, the strongest since October 15, 2024, suggesting potential for further yuan appreciation if a trade deal is finalized [6]. - Safe-haven assets like gold and U.S. Treasury prices declined, with gold falling 1.3% to $4,058 an ounce and the 10-year bond yield rising by 3.1 basis points to 4.027% [7]. Group 4: Upcoming Events - Investor attention is shifting towards central bank meetings scheduled in Japan, Canada, Europe, and the United States this week, which could influence market dynamics [8].

Well, for more on next week's big catalyst, let's bring in vital knowledge founder Adam Chrysafouli. Adam, this morning you talked about who won this week, Bulls versus Bears, but next week we have quite a list of catalysts here. So, how do you think this sets us up for next week.Yeah, I think um you know next Wednesday and Thursday in particular are going to be just blockbusters as far as catalyst where you have you know the major tech companies all reporting you have critical fed meeting and then you have ...