WS #7772

The dominant signal in this window is the confirmation that China will buy 200 Boeing jets and seek an extension of the US tariff truce, corroborated by Investing.com and CNBC. This is a high-significance positive for Boeing (BA) and trade-sensitive sectors, and acts as a counter to the prevailing bearish trade war thesis. Separately, Indonesia's President announced a sweeping new regulation requiring all exports of palm oil, coal, and ferroalloys to go through a state firm, aiming to combat under-invoicing and retain resource wealth. This is a bearish development for commodity exporters and could disrupt global supply chains for nickel and palm oil. The Xi-Putin meeting continues with Xi urging a ceasefire in the Middle East to stabilize energy supply, but no new market-moving specifics beyond the existing narrative. Nvidia's Singapore research hub announcement is notable but already priced into the AI theme. The overall macro narrative is shifting: the US-China trade détente is a new positive signal that could offset some of the bearishness from the Indonesia resource nationalism and rising bond yields.