Economic··Severity 7
Ten Cap's Jun Bei Liu: Oil Remains Key Market Risk as Xi and Trump Meet
Ten Cap founder Jun Bei Liu views the upcoming Trump-Xi talks as positive for markets, but warns that unresolved oil supply issues pose a far greater near-term threat.
Higher energy prices could ignite further inflation and keep interest rates elevated even as equities touch record highs. (Source: Bloomberg)
Scenario chain
Probabilities below are model estimates based on the event chain, horizon, and indicators. They are not outcome guarantees, investment advice, or emergency instructions.
A
42%Эскалация
Forecast derived from cascade analysis. Watch confirmation indicators below.
Primary source: Bloomberg Markets
Ваши вероятности A/B/C
C 33%