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15.09.25 - 22:30
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JPMorgan to cut China, India share in flagship emerging-market index (SCMP)
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JPMorgan Chase will cut the weight of the largest bond issuers in its flagship emerging-market index, diverting investor flows from the likes of China and India towards smaller nations.
The Wall Street bank will gradually lower the issuer cap on its GBI-EM Global Diversified index in the first half of 2026, according to a client notice seen by Bloomberg.
The limit will fall to 9 per cent from 10 per cent currently, with the implementation to be phased over a period of several months, the......
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15.09.25 - 22:01
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US, China Reach TikTok Deal Framework Says Bessent (Bloomberg)
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In trade talks with China, US Treasury Secretary Scott Bessent said a framework deal to keep the TikTok app running in the US has been reached. Bloomberg's Alexandra Levine explains what a deal could look like on “Bloomberg Tech.” (Source: Bloomberg)...
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15.09.25 - 21:39
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Trump Is Successfully Corralling Countries To Join Trade War Against China (ZeroHedge)
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Trump Is Successfully Corralling Countries To Join Trade War Against China
By Benjamin Picton, senior market strategist at Rabobank
Central Banks and State Visits
The week ahead is shaping up as somewhat of a watershed for markets as the FOMC looks poised to deliver the first rate cut of the second Trump presidency. 85 of 93 analysts surveyed by Bloomberg are predicting a 25bp cut (including RaboResearch), with 6 forecasting no change and 2 plumping for an extra-large 50bp cut.
OIS futures are convinced that a cut of at least 25bps is a done deal, despite core PCE and CPI sitting well above the Fed's 2% target at 2.9% and 3.1% respectively. A delta of 26.1bps is currently priced in to the implied Fed Funds rate following a dovish pivot from Jerome Powell at Jackson Hole, two consecutive months of dreadful jobs figures (which the FT is today laying at the feet of Trump's tariffs) and some even more dreadful revising-away of previously reported employment gains that appear to have been – in ...
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15.09.25 - 20:24
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Trump to Speak with China′s Xi on Friday (Bloomberg)
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Henrietta Levin, a China expert at the Center for Strategic and International Studies, said a planned call between President Trump and President Xi would mark very significant moment because it could influence what direction the US takes in its relationship with China. (Source: Bloomberg)...
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