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President Trump and President Xi are meeting in Osaka as I write. We'll know much more in the morning. Pre-meeting reports had the two sides agreeing to a "truce." Heading into the meeting, President Trump said progress was made in Friday trade talk preparations, as he seeks to "even it up" on trade. I'll assume both sides would prefer to convey a constructive meeting and a positive framework for restarting trade negotiations.
Having attained a head of steam, a positive outcome could provide additional juice to the equities rally. Sovereign bond markets, enjoying even stronger