Trump Hails "Very Good" Talks with Iran, Xi to Visit Washington
Why now
Thesis: AI optimism versus Hormuz and China risk
Catalyst to watch: US-China summit and Hormuz reopening talks
Main risk: Talks stall, risk premium returns
Why it matters
Record Nasdaq close on AI enthusiasm meets Hormuz and China-summit uncertainty, capping conviction.
Details
US equity futures waver after the Nasdaq 100 closed at its first record high since June, fueled by AI enthusiasm. President Trump says US envoys had "very good" talks with Iranian officials in New York, even as Tehran reported held "firm positions" on the reopening of the Strait of Hormuz. Chinese P
Sources
- youtube · 2026-09-23 12:48 UTC