Market hoping for US-China comprehensive deal. Also, could gold's role shift from here?

24/10/2025 27 min Episodio 1287
Market hoping for US-China comprehensive deal. Also, could gold's role shift from here?

Listen "Market hoping for US-China comprehensive deal. Also, could gold's role shift from here?"

Episode Synopsis

Today, we look at a market that remains hopeful the US and China are maneuvering towards a comprehensive deal, which could clear the decks of significant geopolitical uncertainty for quite some time if Xi and Trump are headed toward a friendly meeting in person next week after trade talks through Monday. With Saxo Investment Strategist Ruben Dalfovo, we also run through the key earnings reports this week and what we're looking for in next week's mother lode of reports. Macro, FX, geopolitics, must reads and more also on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
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Intro and outro music by AShamaluevMusic