Michelle Jamrisko discusses Biden's talk with Xi Jinping, Mark Cudmore explores global rates, and Michael Liang talks about APAC market outlook. They touch on US-China relations, Fed rate cuts, China's semiconductor strength, and more.

Mark Cudmore, a Bloomberg MLIV Strategist in Singapore, shares insights on how European leaders' defense pledges affect geopolitical dynamics. He discusses the market's response to U.S. tariffs and the Euro’s fluctuating strength against the dollar. Also featured is Todd Walsh, CEO of AlphaCubed Investments, who analyzes the U.S. economy, spotlighting key economic indicators and the impact of declining consumer confidence on market sentiment. Both lead a captivating discussion on navigating today's volatile investment landscape.

Mark Cudmore, a Bloomberg macro strategist and longtime market bull, reveals his surprising shift to a bearish outlook. He discusses the unusual stock market landscape with equities at record highs despite rising negative sentiment. Cudmore analyzes the implications of the U.S.-China trade war and how it impacts investor behavior and economic forecasts. He highlights challenges in the credit markets, warning about potential recessions and the complexities of current financial policies that could threaten the market's stability.