Canadian Prime Minister Mark Carney hopes to meet Chinese President Xi Jinping on the sidelines of the Asia-Pacific Economic Cooperation summit next week as he tries to offset US tariffs by easing trade tensions with the world’s second-largest economy https://t.co/530Hlj1LGf ...

Equity markets still face unresolved risks around trade tensions and slowing earnings revisions, which should keep investors cautious in the near-term, according to Morgan Stanley’s Michael Wilson https://t.co/YSguc1FlQ1 ...

Gold steadied following a sharp drop for precious metals on Friday, with traders weighing the latest developments in trade tensions as well as jitters surrounding US regional banks’ credit exposure https://t.co/fzBpNISiS1 ...

The International Monetary Fund’s chief sent a message to countries to stay calm amid renewed trade tensions between US and China https://t.co/EMsLgtlApG ...

Federal Reserve Governor Stephen Miran said he would favor a half-point interest-rate cut this month, and repeated his view that trade tensions add uncertainty to the economy and increase downside risks to growth https://t.co/hYFxTBVIcW ...

Market Outlook & Strategy - Piper Sandler suggests investors should "trade the cycle, not the headlines," implying a focus on underlying economic trends rather than short-term news events [1] - The firm believes the fundamentals of the economy remain a tailwind for equities [3] - Piper Sandler is broadly constructive on the market, citing earnings and the Federal Reserve's easing policies [6] - The firm anticipates a better, broader economy in 2026, driven by lower interest rates, improved housing data, and increased manufacturing activity [8] Trade Tensions & Government Shutdown - The market's reaction to tariff headlines has diminished, and the firm doesn't believe President Trump will disrupt the bull market [5] - Piper Sandler doesn't foresee the government shutdown significantly impacting corporate earnings or lasting long enough to become a major market concern [16][17] AI Theme - Piper Sandler views the AI trend as more of a boom than a bubble, noting that major companies are generating substantial earnings [13][14] - The firm points out that multiple expansion is not the primary driver of returns in the "Magnificent Seven" stocks, as earnings are [14] Investment Opportunities - Piper Sandler highlights that rising unemployment can be a bullish catalyst for equities, contrary to popular belief [19] - The firm recommends early cyclical sectors, financials (banks), homebuilders, and select consumer discretionary areas [20] - Piper Sandler anticipates a broadening of the market into 2026, with potential for laggards to see relative performance [21]

China starts charging fees for US ships as trade tensions rise https://t.co/mHgBnlS9My ...

President Donald Trump’s administration has signaled openness to a deal with China to quell fresh trade tensions while also warning that recent export controls announced by Beijing were a major barrier to talks.@minminlow with more https://t.co/CB2b8n2Hsi https://t.co/1alnzA12Cs ...

President Donald Trump’s administration signaled openness to a deal with China to quell fresh trade tensions. https://t.co/Ua0WzuAIja ...

Central bankers already uneasy about trade tensions and swelling public debts will collectively confront a new worry this week: the danger of a market crash https://t.co/0mF97gvXKF ...