Alberto Poli @pino428: "📊 𝙏𝙧𝙪𝙢𝙥-𝙓𝙞 𝙎𝙪𝙢𝙢𝙞𝙩: 𝘿𝙞𝙥𝙡𝙤𝙢𝙖𝙩𝙞𝙘 𝙏𝙧𝙪𝙘𝙚,..."

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📊 𝙏𝙧𝙪𝙢𝙥-𝙓𝙞 𝙎𝙪𝙢𝙢𝙞𝙩: 𝘿𝙞𝙥𝙡𝙤𝙢𝙖𝙩𝙞𝙘 𝙏𝙧𝙪𝙘𝙚, 𝙊𝙞𝙡 𝙍𝙖𝙡𝙡𝙮, 𝙖𝙣𝙙 𝙈𝙤𝙧𝙚 𝙉𝙚𝙧𝙫𝙤𝙪𝙨 𝙈𝙖𝙧𝙠𝙚𝙩𝙨 The summit held in Beijing between Donald Trump and Xi Jinping has brought U.S.-China relations back to the center of global attention at an extremely delicate moment for the economy, inflation, and geopolitics. Despite the lack of concrete and immediately actionable agreements, the meeting helped reinforce the fragile trade truce reached in recent months, avoiding — at least for now — a new escalation between the world’s two largest economies. 🔎 𝙈𝙖𝙧𝙠𝙚𝙩𝙨 𝙬𝙚𝙧𝙚 𝙢𝙖𝙞𝙣𝙡𝙮 𝙛𝙤𝙘𝙪𝙨𝙚𝙙 𝙤𝙣 𝙩𝙝𝙧𝙚𝙚 𝙠𝙚𝙮 𝙩𝙝𝙚𝙢𝙚𝙨: • U.S.-China trade relations • the Iran crisis and the Strait of Hormuz • the impact on inflation, energy, and interest rates Trump stated that China could increase purchases of U.S. oil, with potential supplies coming from Texas, Louisiana, and Alaska. In addition, according to the U.S. president, Xi expressed interest in keeping the Strait of Hormuz open, a crucial route for global energy trade. Beijing, however, has not officially confirmed either the energy purchases or any strategic commitments regarding Iran, maintaining a more cautious and diplomatic stance. 📈 𝙄𝙢𝙢𝙚𝙙𝙞𝙖𝙩𝙚 𝙧𝙚𝙖𝙘𝙩𝙞𝙤𝙣 𝙛𝙧𝙤𝙢 𝙚𝙣𝙚𝙧𝙜𝙮 𝙢𝙖𝙧𝙠𝙚𝙩𝙨: • Brent crude above $109 per barrel • WTI crude above $105 • renewed inflationary pressure concerns The oil rally was mainly driven by fears of a potential escalation in the Middle East conflict, along with Trump’s comments admitting he was “losing patience” with Tehran. 💣 𝙁𝙧𝙞𝙙𝙖𝙮 𝙢𝙖𝙧𝙠𝙚𝙙 𝙩𝙝𝙚 𝙛𝙞𝙧𝙨𝙩 𝙧𝙚𝙖𝙡 𝙥𝙖𝙪𝙨𝙚 𝙞𝙣 𝙬𝙝𝙖𝙩 𝙝𝙖𝙙 𝙨𝙚𝙚𝙢𝙚𝙙 𝙡𝙞𝙠𝙚 𝙖𝙣 𝙪𝙣𝙨𝙩𝙤𝙥𝙥𝙖𝙗𝙡𝙚 𝙢𝙖𝙧𝙠𝙚𝙩 𝙧𝙖𝙡𝙡𝙮. After weeks of continuous gains, the tech sector experienced significant profit-taking, particularly in stocks such as: • Nvidia • AMD • Micron • Intel Boeing also moved lower after investors were disappointed by indications regarding Chinese aircraft orders: Trump mentioned 200 jets, a figure below initial market expectations. Artificial intelligence-related companies continue to keep major indexes near record highs, while the broader market is becoming increasingly concerned about macroeconomic data, especially on inflation: • CPI at 3.8% • PPI at 6% • accelerating import/export prices These figures immediately pushed bond yields higher: • U.S. 10-year Treasury yield near 4.6% • U.S. 30-year Treasury yield above 5.1%, the highest level since 2007 📌 𝘾𝙤𝙣𝙘𝙡𝙪𝙨𝙞𝙤𝙣 Although the summit helped prevent an immediate deterioration in relations between Washington and Beijing, investors still perceive a fragile environment: ✔️ persistently high inflation ✔️ restrictive central bank policies ✔️ ongoing geopolitical tensions ✔️ an equity rally increasingly concentrated in the tech sector The message from the markets is clear: diplomacy may support stability, but without concrete economic agreements and a real reopening of the Strait of Hormuz, volatility risks remain extremely high. Thank you for your support $NSDQ100 $SPX500 $OIL $NVDA (NVIDIA Corporation)

Not investment advice. The author may have financial interests in the mentioned instruments.