YARDENI: DON’T EXPECT A GRAND BARGAIN FROM TRUMP-XI

Yardeni Research expects no major breakthrough when Trump and Xi meet Thursday, but sees scope for an extension of the trade truce and selective commercial deals.

Potential progress includes soybeans, Boeing jets, rare-earth access, fentanyl cooperation and AI guardrails.

The toughest issues — particularly Taiwan and AI dominance — are expected to remain unresolved.
(@WalterBloomberg)