China trade negotiator Li Chenggang in Canada: frank, pragmatic, constructive exchanges

China trade negotiator Li Chenggang in Canada: frank, pragmatic, constructive exchanges

New Zealand August business confidence 49.7% vs. prior 47.8%

Bank of Korea leaves its base rate unchanged at 2.5%, as expected

Nvidia dips on cautious outlook as cloud spending slows and China uncertainty lingers. Nvidia’s cautious China stance adds a geopolitical risk premium that could spill into broader AI sentiment.

US slaps 25% tariff on Indian exports, risking 1.6M bpd oil cut & price spikes. India defiant, prioritizing bargain Russian crude.

Japan trade negotiator Akazawa to cancel US visit, Kyodo reports

Nvidia, stagflation risks loom, but BofA sees autumn dip as entry point for bulls. A pickup in volatility could weigh on equities near term, but BofA’s call for dip-buying may underpin.