Sentiment improves into next US-China talks, tech leads rally

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Markets are back with a bang this Monday on expectations that the trade tensions between the US and China will ease. Meanwhile, Chinese data show resilience on the surface but weakness underneath. In tech, TSMC and ASML shined last week as Alibaba kicks off the week with a 5% rally. And funnily, the Big Tech was not responsible for last week’s volatility… banks and credit worries were, but the latter seem to be easing as well this morning, phew!
As the Fed prepares for a likely rate cut and the US government stays shut, investors brace for another wild earnings week. From Japan’s political reshuffle to France’s fiscal headaches — the global story keeps getting thicker.
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