🌏 Xi–Trump Meeting Could Be a Turning Point
The upcoming meeting between Donald Trump and president of china in South Korea is being called pivotal for global markets.
Analysts expect talks to focus on extending the tariff truce and delaying new rare earth restrictions, which may offer short-term market relief.
Despite rising tensions, investors remain focused on AI-driven growth and undervalued consumer sectors, showing how resilient equities have been this year.
Looking ahead, 2026 could mark a new “big bargaining” phase as both sides lose leverage — the U.S. still dominates in technology and dollar flows, while China pushes ahead with military expansion and dedollarization.
If U.S.–China relations improve or the Ukraine conflict eases, European equities could see renewed upside.
Kepler even suggests Trump’s “Liberation Day” might end up symbolizing Beijing’s own moment of liberation.