Geopolitical Developments & Market Impact - A 20-point proposal for a Gaza ceasefire, agreed upon by U S President Trump and Israeli Prime Minister Netanyahu, awaits Hamas approval, potentially impacting regional stability and oil markets [1][5][38] - Qatar's role as a key mediator between Israel and Hamas is crucial for the ceasefire, requiring a face-saving gesture, such as Israel expressing regret for a past attack [8][9][10] - The Israeli Shekel has strengthened against the USD by approximately 10% this year, reflecting the impact of geopolitical developments on local markets [46] - RBA (澳大利亚储备银行) holds cash rate at 36%, notes uncertainties in global environment and upside risks to inflation [40][41][42][43] Economic & Financial Market Trends - Looming U S government shutdown raises market risk, potentially delaying crucial jobs data release and impacting monetary policy assessment [2][3][23][25][44] - Gold hits record highs, massively outperforming Bitcoin, driven by uncertainty and a pullback in USD, with potential for further gains amid Fed rate cuts [3][4][23][32][33][44] - The market has aggressively priced in 3-4 rate cuts by June 2026, making upcoming jobs market data pivotal for determining monetary policy [27] - Potential tariffs on imports of timber and lumber, particularly impacting Canada, add to market uncertainty [23][39] - MSCI China is logging five-month gains, the longest streak since 2018, driven by better-than-expected PMI data and geopolitical signals [48] Energy Sector - Brent crude oil is slipping down by 08% ahead of the OPEC Plus meeting, where increased supply is expected [4] - The oil market is bearish due to well-supplied conditions, with focus on Iran snapback and Russia-Ukraine conflict, leading to investment in gold over oil [52][53] - Afentra is cautious about oil price volatility, focusing on a strong balance sheet and strategic acquisitions [64][65][66] - Nigeria's government intervenes to resolve a clash between the petroleum and natural gas association and oil labor group, potentially impacting crude production of 650 thousand barrels a day [76][77][78]

Joining us for for more right now in the markets is Liz Thomas. She is SoFi's head of investment strategy. And Liz, it's good to see you. Good to see you, too.All right, let's talk about where things stand. We are ending the third quarter. We're heading into October.Some people think it could be spooky, but hey, we are looking at the markets near all-time highs. In fact, if we open at these levels, probably push us back above um all-time high levels. How do you feel about things overall.Well, I mean, the th ...

Travel & Tourism Industry Focus - The report highlights a discussion about bringing "three-dimensional travel" to China [1] Media & Communication - "Drum Tower" features an interview with a person involved in the travel industry in China [1]

Tik Tok has now been we're still waiting for all the details but we understand is being given seven board seats to Americans. There's a question of a licensing agreement. There's a question of some of the holders including the Murdochs or or Larry Ellison among others.What kind of precedent does that set for you as someone who is exposed to Chinese tech. Is this the new norm or is this an idiosyncratic story. I I think this is idiosyncratic.Uh I I think during our election uh President Trump promised uh tha ...

It's a time of great change. Obviously, there's a there is a with a new administration and a new secretary, you know, a significant change in focus. I still think it's relatively early days.I think with that kind of change there, there comes a great deal of uncertainty. There certainly has been concern with the number of officers who have senior officers who've been either retired or retired on their own volition or have actually been fired. And the uncertainty that comes with that is is something that's th ...

Scott Bessent has become the most engaged US Treasury chief in recent history when it comes to China, but won't put an official name on their frequent talks https://t.co/m7sDKd9TyP ...

Too Soft On China? Congress Has Concerns About Trump’s TikTok Dealhttps://t.co/iqoUoFefPC https://t.co/NYFBiyjY6T ...

Senator, I want to talk to you about Russia, which I know you've been very focused on. This week, NATO planes, as you well know, shot down Russian drones in Polish airspace. On Saturday, Romania scrambled fighter jets after a Russian drone entered its airspace.You said this week, quote, "We've tried the red carpet approach. It ain't working." Is it time for President Trump to directly punish Putin. No. It is time for Europe to get behind President Trump to punish Putin's customers.Putin has been sanctioned ...

Geopolitical Strategy Shift - National Defense Strategy is reportedly pivoting away from China, focusing on homeland defense [1] - Troop reallocation suggests a strategic shift away from engagement with China [1] - MAGA's perceived abandonment of China reflects a significant geopolitical realignment [1] Potential Market Dominance - China-origin hospitality brands are predicted to dominate the market [1] - China-origin medical and longevity companies are predicted to dominate the market [1] - China-origin robotics companies are predicted to dominate the market [1] - China-origin energy companies are predicted to dominate the market [1]

Branding & Marketing - U S and European sneaker and sportswear companies are seeking assistance to enhance brand appeal in China [1] - The strategy involves incorporating elements like tiger tails, blue fur, and bunny motifs into product designs [1]