WS #7370

The dominant signal in this window is the Trump-Xi summit in Beijing, with multiple sources (Bloomberg, CNBC, Fox News) reporting positive developments: Greer says US expects 'double-digit billions' in agricultural purchases from China, Trump describes Xi as 'all business, no games', and the US and China agreed to continue the trade truce. CNBC reports the Dow surged 370 points and S&P 500 closed above 7,500 on summit optimism. Separately, US 30-year Treasury yield hit a fresh 10-month high of 5.056%, a bearish signal for rate-sensitive sectors. Anthropic's $30B fundraising at $900B valuation (FT) underscores continued AI investment momentum. Ukrainian drones struck a Russian oil refinery in Ryazan, a geopolitical escalation that could support oil prices. Amazon announced fresh layoffs in its selling partner services division, a negative signal for AMZN. The Samsung union situation is evolving but remains unresolved. The prevailing macro narrative is ESCALATING on US-China trade optimism, while the Treasury yield spike is a counter-signal for growth stocks.