Trump-Xi Summit, Oracle Buildout Hits New Hurdle
Why now
Thesis: Bond rout plus Iran risk hits risk assets
Catalyst to watch: Trump-Xi summit outcome and Iran escalation
Main risk: Yield spike could accelerate equity selloff
Why it matters
A 30-year yield at a 22-year high pressures long-duration assets, while Iran tensions lift oil, a stagflationary mix for risk assets.
Details
A global bond rout sends the 30-year yield to a 22-year high. President Trump and China President Xi meet today after extending the US, China trade truce. Elizabeth Economy breaks down Washington’s fading leverage over Beijing. Plus, oil surges as tensions with Iran escalate. And tech billionaire Vi
Sources
- youtube · 2026-09-24 16:18 UTC