Trump-Xi Summit: 5 Issues To Watch And The Trading Playbook

Summary Trump-Xi may extend the trade truce, but firm tariff cuts and timelines are needed to prevent a "sell the fact" reversal. Rare earth licences and AI chip rules are the key swing factors for USD/CNH, Hong Kong 33 and the Nasdaq 100. AUD/USD is the cleaner China-growth trade, while the Singapore 30 provides lower-beta regional exposure. Look for yuan confirmation. wildpixel/iStock via Getty Images By Kelvin Wong President Trump will host President Xi in Washington on September 24, 2026. Markets are already leaning towards a constructive outcome, with US semiconductor stocks, Asian technology stocks, the yuan, and Hong Kong equities strengthening ahead of the meeting. This article was written by MarketPulse by OANDA Group 1.14K Followers Follow MarketPulse is an award-winning industry analysis and news site service created by OANDA Business Information & Services, Inc. Covering forex, commodities, global indices and more, our goal is to give timely, relevant and informative commentary on major macroeconomic trends, technical analysis and worldwide events impacting the industry.