中美高层会晤释放积极信号，特朗普与习近平峰会前夕市场情绪回暖

VONNIE: IT'S 5:00 A.M. IN NEW YORK CITY, 10:00 A.M. IN LONDON. I AM VONNIE QUINN WITH YOUR BLOOMBERG BRIEF. LET'S GET YOU SET UP FOR THE DAY. STOCKS RISE AT THE START OF A MAJOR WE IN GEOPOLITICS. THE U .N. GENERAL ASSEMBLY AND A XI JINPING SUMMIT ON DECK. NYMEX CRUDE ON ITS LONGEST LOSING STREAK SINCE JUNE. PRESIDENT TRUMP SAYS HE MIGHT BE OPEN TO MEETING HIS IRANIAN COUNTERPART. IT'S BEEN A SEPTEMBER TO REMEMBER ALREADY AND WE ARE JUST INTO WEEK THREE.

LET'S GET A CHECK ON MARKETS AROUND THE WORLD AND HOW THEY ARE STARTING OUT THEIR WEEK. HERE'S WINNIE HSU IN HONG KONG.

WE ARE SEEING ASIAN STOCKS RISING FOR A FOURTH DAY. A STRONG START FOR THE WEEK. MSCI UP 1.4 PERCENT. THE OVERALL STRENGTH IN THE TECH SECTOR, TRACKING THOSE GAMES OVERNIGHT IN THE U.S. -- GAINS OVERNIGHT IN THE U.S. WE HAVE TECH HEAVY GAUGES IN SOUTH KOREA AND TAIWAN, UP MORE THAN 1% WHILE JAPAN IS CLOSED FOR A HOLIDAY. LOOK AT WITH THE JAPANESE YEN IS TRADING. WE ARE KEEPING A CLOSE EYE ON THE CURRENCY, WHICH IS NOW AT THE 157 LEVEL AGAINST THE DOLLAR.

WE SAW THE END PAIR SOME OF ITS LOSSES WHEN WE HEARD THERE WAS A GREAT CHECK. THE YEN HAS BEEN QUITE VULNERABLE. ESPECIALLY WITH HOW WE ARE JUST ON THE FIRST DAY OF THAT THREE-DAY WEEKEND, THREE-DAY HOLIDAY IN JAPAN WHICH MEANS THAT LIQUIDITY REMAINS QUITE THIN. WHEN IT COMES TO ELSEWHERE, CURRENCY WISE, WE ARE SEEING STRENGTH. THE YEN CONTINUES TO BE AT ITS HIGHEST LEVEL IN FOUR YEARS. VONNIE: THANKS FOR THAT. THAT IS WINNIE HSU IN HONG KONG.

IT'S BEEN A MASSIVE WEEKEND IN EUROPE AS WELL. PARTICULARLY FRANCE AND GERMANY. LET'S GET A LOOK AT THE MONDAY SESSION WITH JUSTINA LEE.

THERE IS A RELIEF RALLY ACROSS EUROPE WITH OIL COMING DOWN. ALSO HAVING A RELIEF RALLY, WE ARE SEEING OBVIOUSLY WITH THE OIL DOWN, BOND YIELDS ARE DOWN AS WELL. THAT'S ALSO BECAUSE NATURAL GAS FUTURES ARE DOWN. OF COURSE, A LOT OF THAT DEPENDS ON DIPLOMATIC PROGRESS OVER THE STRAIT OF HORMUZ. WHAT'S INTERESTING HERE IS WE ARE SEEING AN ESPECIALLY BIG REACTION IN FRENCH BONDS TODAY. THEY'VE BEEN VERY SENSITIVE TO SENTIMENT HERE.

THE 10 YEAR YIELD IS DOWN 10 BASIS POINTS. THAT'S GOING TO BE A BIG RELIEF. IF WE FLIP THE BOARD HERE, WE KNOW THAT LAST FRIDAY, THE SPREAD BETWEEN THE FRENCH AND GERMAN BOND YIELD CROSSED A VERY KEY LEVEL OF ONE PERCENTAGE POINT HERE. IN FRANCE, EVERYONE IS CONCERNED ABOUT THE BUDGET BUT IN GERMANY, PEOPLE ARE WATCHING FOR POLITICAL RISKS BECAUSE THE CHANCELLOR'S PARTY JUST LOST A VERY IMPORTANT REGIONAL ELECTION. WE ARE LOOKING AT THE POLITICAL HEADLINES IN EUROPE.

VONNIE: MUCH DIVERSIONS IN THE BOND MARKETS. HERE IN THE U.S., THERE IS OPTIMISM FOR EQUITIES. WE HAVE THE FED DECISION THAT IS CURRENTLY BEING DIGESTED BUT IT'S AT LEAST OUT OF THE WAY FOR NOW. TECH CEOS ARE GOING TO BE DINING WITH PRESIDENT XI JINPING AND PRESIDENT TRUMP LATER IN WASHINGTON. TIM COOK AND JENSEN HUANG, THEY ARE ALL GOING TO BE THERE. GENERALLY, IT'S RISK ON. WE HAVE -- SAYING THAT FLOWS THROUGH THE STRAIT OF HORMUZ ARE AT THE HIGHEST IN SIX MONTHS.

THAT BRINGS US BACK TO MARCH, NOT PREWAR LEVELS BUT THE MARKET IS TAKING IT WELL. LET'S LOOK AT YIELDS. WE ARE STILL FIRMLY IN THE CURVE FLATTENING SENSE OF THE UNIVERSE, WHEN IT COMES TO BONDS. THE TWO YEAR YIELD ROSE, WE ARE OFF OF OUR HIGHS FROM FRIDAY, THREE BASIS POINTS OFF OF THE HIGHS. WE ARE AT 4.72. THE 30 YEAR YIELD IS BELOW WHERE IT WAS BEFORE THE FED MEETING. 5.29. IT'S BEEN CALLED A PRICE STABILITY FLATTENING.

WE WILL SEE HOW MARKETS ARE DIGESTING THIS PARTICULAR FED MOVE AND WHAT THEY ARE READING INTO IT, WHETHER IT'S AN ECONOMIC GROWTH PLATE -- PLAY, CONFIDENCE THAT THE FED CAN REGROW EXPECTATIONS. LET'S GET TO SOME INDIVIDUAL MARKET MOVERS. WE WILL GO BACK OVER TO LONDON AND CHLOE MELEY.

GOOD. CRITICAL METALS IS RALLYING THIS MORNING AFTER TRUMP ANNOUNCED A SECURITY DEAL WITH DENMARK OVER GREENLAND. FOR CRITICAL METALS, THAT WILL MEAN GAINING GREATER CONTROL OVER A RARE EARTH PROJECT ON THE ISLAND. WE ARE UP 30% ON THE BACK OF THAT THIS MORNING. MOVING ON TO PARAMOUNT AND WARNER BROS., WHICH ARE UP AND ON THE MOVE THIS MORNING AFTER THE TALKS OVER THE TWO ESSENTIALLY INCLUDE A FINANCIAL PENALTY IF PARAMOUNT FAILS TO MAKE GOOD ON A PROMISE TO HAVE 30 FILMS IN THEATERS A YEAR.

WE ARE SEEING THOSE TWO COMPANIES ON THE MOVE ON THE BACK OF THAT. LET'S GO OVER TO EUROPE AGAIN, WE HAVE NOVO NORDISK AND SOCGEN ON THE MOVE TODAY. SOCGEN UP AND NOVO NORDISK DOWN AFTER FAILING TO PROVIDE TARGETS THAT WERE SEEN AS STRONG ENOUGH. VONNIE: THAT IS CHLOE MELEY IN LONDON. COMING UP THIS HOUR, MORE ON THE WEEKS GEOPOLITICAL RISKS. WE WILL SPEAK WITH MARK MCCORMACK OF BMO CAPITAL MARKETS. WE WILL ASK HIM FOR HIS REACTION TO THE FEDERAL RESERVE.

THE U.S. AND CHINA IN GOOD SPIRITS AHEAD OF THIS WEEK'S TRUMP-XI JINPING SUMMIT. CHINESE TOP NEGOTIATOR AND SCOTT BESSENT SPOKE HIGHLY OF TOPS OF THE WEEK AND THAT INCLUDED DISCUSSIONS ON AI, TRADE AND INVESTMENT. SETTING THE GROUND FOR WHAT'S TO BE THE BIG SUMMIT LATER IN THE WEEK, JILL, WHO HAS MORE LEVERAGE HERE WHEN IT COMES TO NEGOTIATIONS? JILL: GOOD MORNING, VONNIE. THERE'S A COUPLE OF THINGS YOU NEED TO LOOK AT, PARTICULARLY FROM THE CHINA SIDE.

OBVIOUSLY WE DID HEAR SOME OF THESE GOOD VIBES COMING OUT OF THIS MEETING BETWEEN SCOTT BESSENT AND THESE CHINESE OFFICIALS. AT THE SAME TIME, WE DID NOT COME OUT OF THAT WITH A TON IN THE WAY OF DELIVERABLES. YOU HAVE THE ESTABLISHMENT OF AN AI DIALOGUE BETWEEN THE U.S. AND CHINA. YOU ALSO HAD SOME DISCUSSIONS ABOUT TRADE AND INVESTMENT, ALTHOUGH A MATTER THAT'S WORTH FOLLOWING HERE IS THAT IT DOESN'T LOOK LIKE WE'VE GOTTEN, AT THIS POINT, AN EXTENSION TO THE TRADE TRUCE THAT WAS SIGNED BETWEEN THE U.S.

AND CHINA LAST YEAR. THAT'S ONE TO LOOK AT, THE ISSUE OF TRADE. WE'VE SEEN SOME MOVEMENTS, PARTICULARLY FROM THE CHINA SIDE, WHICH ENJOYS A PARTICULARLY LARGE TRADE SURPLUS. THEY ARE IMPORTING MORE U.S. SOYBEANS THAN THEY HAVE BEEN RECENTLY. THAT IS ONE UPTICK. AT THE SAME TIME, YOU ARE ALSO SEEING A SLIGHT DECLINE IN SOME OF THOSE COMPONENTS RELATING TO RARE EARTHS, MAGNETS, ETC. THE RARE EARTHS ISSUE IS ONE THAT CHINA HAS A PARTICULAR POINT OF LEVERAGE ON.

THESE ARE SOME ISSUES TO LOOK AT GOING INTO THE SUMMIT BETWEEN DONALD AND XI JINPING. ALL OF THOSE THINGS WILL BE DISCUSSED AS WELL AS THE WAR IN IRAN. SOME OF THOSE TOP NEGOTIATORS GOING INTO THIS MEETING ARE PROJECTING A LOT OF POSITIVE VIBES. VONNIE: THERE IS SO MUCH FOR THE U.S. AND CHINA TO BEGIN TO SORT OUT WHEN IT COMES TO TRADE. THE POTENTIAL REVIVAL OF THE $6 BILLION LNG DEAL. WILL THERE BE ANY EFFORT TO CO-OPT CHINA IN ANY WAY ON IRAN OR WILL IT BE DISCUSSIONS ON GEOPOLITICAL MATTERS?

JILL: CERTAINLY THERE'S GOING TO BE SOME DISCUSSIONS THERE. BUT YOU HAVE TO REMEMBER TOO THAT THE U.S. AND CHINA ARE VERY FAR APART ON A LOT OF THESE ISSUES. I'M NOT SURE THAT XI JINPING REALLY HAS ANY MIND AT ALL TO CAPITULATE TO DONALD TRUMP, PARTICULARLY WHEN IT COMES TO ISSUES INVOLVING A WAR WITH IRAN. I THINK THAT IF YOU ARE DONALD TRUMP OR IF YOU ARE XI JINPING, REALLY, YOU JUST WANT TO COME OUT OF THIS MEETING, NOT IN ANY WAY JEOPARDIZING THE STATUS OF THEIR RELATIONSHIP RIGHT NOW.

YOU HAVE TWO SIDES THAT, AT THIS POINT, ARE UNWILLING TO ESCALATE ANY KIND OF TENSIONS IN THIS RELATIONSHIP. WHETHER THAT BE ON IRAN COME WHETHER THAT BE ON TRADE OR AI. YOU MIGHT BE LOOKING FOR SOMETHING WE HAVE THIS RIVALRY REMAINING INTACT. XI JINPING WILL PROBABLY WANT TO BRING UP OTHER ISSUES LIKE THE TAIWAN ISSUE. THERE MIGHT BE SOME TENSIONS THERE. I'M NOT SURE THE CHINA SIDE IS LOOKING TO MOVE THE NEEDLE SIGNIFICANTLY ON SOME OF THESE FRONTS.

VONNIE: THANK YOU SO MUCH. THAT IS JILL WITH EVERYTHING ON THE TRUMP-XI JINPING MEETING LATER THIS WEEK. OIL DROPPING FOR A FOURTH STRAIGHT DAY. PRESIDENT TRUMP TELLING FOX NEWS THAT HE WOULD BE OPEN TO MEETING WITH THE IRANIAN PRESIDENT AS LEADERS GATHER AT THE UNITED NATIONS. JOINING US FROM DUBAI IS BLOOMBERG'S PAUL WALLACE. EXPLAIN THIS MOVE TO US. WE'VE SEEN FOUR DAYS OF DECLINES NOW FOR OIL. FLOWS ARE BACK TO WHAT

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