The Upcoming Week 10/26/25
Happy Sunday everyone, I hope you’re all enjoying your weekend!
The long awaited first Trump and Xi meeting of this presidential term is here.
In the week ahead we’ll get major insight and information regarding exactly where the U.S. and China relationship stands. Initial reports are very positive, this morning we got news that China and the U.S. have reached a trade consensus after candid and constructive talks in Kuala Lumpur. Key discussions were centered around export controls, tariff suspensions, fentanyl, rare earth export controls, and trade expansion. Li also mentioned that both sides will begin internal approval procedures.
Before getting into the week ahead, some trade ideas, a market overview, my biggest focuses, emerging themes, and a new AI energy play nobody is talking about, let’s take a walk down memory lane and recap what’s happened over the last 6+ months shall we?