It’s here again: Trade Talk Optimism. As you know, on Friday, the Chinese delegation in Montana decided to leave early. The market freaked out. Both China and the U.S. hastily issued announcements on Saturday that, no, no, everything is just peachy, and we’re still meeting. It sounds like the big days are around October 11/12 (hence, Trump’s tariff delay until October 15th). Thus, the ES has cheered up, and it higher by about 13 as I’m sitting here this evening.
