China’s President Xi Jinping and Japan’s new Prime Minister Sanae Takaichi will hold talks on the sidelines of the APEC conference Friday, as tensions spanning from trade to security continue to simmer between the two countries https://t.co/qGmFnObRsq ...

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 ...

Trade Relations - The Trump administration indicated a willingness to negotiate a deal with China to alleviate emerging trade tensions [1]