Trump Says the Market Is Strong! Asia Tour Begins, Can Stocks Keep Rising?
Trump said: “Thanks to our tariff policy, the stock market is stronger than ever.”
$NASDAQ(.IXIC)$ has been on a 7-month winning streak, repeatedly hitting new highs, but right now the market seems “stuck—can’t go up, can’t go down.” Investors are focusing on two major events: this Friday’s US CPI report and next week’s APEC summit.
September CPI came in at 3% year-on-year, the highest since January 2025, slightly below the market consensus of 3.1%. Core CPI also rose 3%, below expectations of 3.1%. Traders have increased their bets that the Fed will cut rates twice more this year.
Trump is about to start his Asia tour, traveling from Malaysia → Tokyo → Busan → Beijing. According to the White House itinerary, he will hold intensive bilateral meetings in each country and attend APEC summit events. Yet the biggest question mark is—will US and Chinese leaders actually meet?
In the past two weeks, Trump’s stance has been inconsistent:
📉 First, he made tough statements, causing the “Black Friday” market drop;
📈 Then over the weekend, he softened his tone, saying a meeting was still possible;
This week, he changed again: he will attend APEC, but a meeting is not guaranteed.
Meanwhile, China’s Ministry of Foreign Affairs stated:
“Leader-level diplomacy plays an irreplaceable strategic role in US-China relations. The two countries’ leaders maintain close communication and engagement.”
Currently, the market is in wait-and-see mode. If CPI comes in moderate and APEC delivers positive signals, stocks could continue rebounding. But if negotiations hit turbulence again or inflation surprises on the upside, US equities could see a short-term correction.
It all seems to depend on:
📊 Is Trump traveling with long positions or short positions this time?
After all, from the April sell-off to the recent Black Monday and Friday, Trump and his family have made a fortune off these market events.
💬 Discussion Questions:
Do you think this Asia tour will lead to reconciliation or escalation?
After the CPI release, can Nasdaq extend its 7-month winning streak to eight?
If US and Chinese leaders don’t meet, will the market react with disappointment?
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从行程来看，特朗普此行走的是一条外交与经济并重的路线：马来西亚、东京、釜山、北京，都是对美国供应链战略有影响的节点。但我认为他这次更像是“试探市场”，而非真正想推动实质和解。毕竟，他需要在国内选举前，维持“对华强硬”的形象。
至于CPI，如果数据温和、通胀回落，纳指很可能迎来第八个月上涨，尤其是AI和半导体板块会受益。但若核心CPI依旧顽固，市场或将出现一次健康的技术性回调。
若美中领导人最终不见面，市场的确可能短暂失望，但我认为不会引发崩盘。投资者更在意数据和政策方向，而非一场握手的照片。总体来说，这趟亚洲行或许话题多于实质，真正决定市场方向的，还是通胀与美联储的反应。
9月份CPI爲同比增長3%，爲2025年1月以來最高，略低於市場普遍預期的3.1%。核心CPI所以玫瑰3%，低於預期的3.1%。交易員加大了押注美聯儲今年將再降息兩次。
Trump is heading to Asia. But let's be honest : Trump's itinerary is more choose your own adventure than a diplomatic roadmap.
The markets? They are in a wait and see mode, sipping CPI margaritas and hoping the next course isn't a tariff burrito. The latest CPI came in cooler than expected - 3% and Wall Street threw a fiesta. The US indexes hit high notes, as expectations for 2 rate cuts by the Feds grew.
If the 2 leaders don't meet, disappointment could spread like guacamole on a white shirt.
Investors crave clarity, not cliffhangers.
So will this Asia Tour bring reconciliation? It is a diplomatic salsa, spicy and unpredictable best served with a dollop of patience.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger
After the CPI release, the Nasdaq’s streak could extend to an eighth month if easing inflation sustains expectations of Fed rate cuts. Yet, valuations are stretched, and any hawkish tone from Fed officials or disappointing earnings could halt the rally.
If the U.S. and Chinese leaders fail to meet, markets would likely react with disappointment. Investors are pricing in the hope of renewed dialogue; a diplomatic no-show could dampen sentiment and trigger a short-term pullback, especially in cyclical and Asia-exposed stocks.
The Nasdaq’s 7-month winning streak shows strong momentum, but whether it continues depends on Friday’s CPI. A cooler print could fuel expectations of more Fed rate cuts, extending gains. But with valuations stretched, any upside surprise in inflation might trigger quick profit-taking.
For now, I’m watching both CPI and APEC headlines closely. The market feels stuck — too strong to fall, too high to rise freely. If the US and Chinese leaders don’t meet, sentiment could weaken again, so I’m staying cautious and looking for volatility-driven entry points instead of chasing rallies.
@TigerStars @Tiger_comments
The outcome of the Asia tour hinges on diplomacy, with Taiwan and trade tensions possibly leading to de-escalation or further strain, impacting market reactions
The Nasdaq’s winning streak could continue if inflation remains controlled and growth stocks stay strong, though CPI surprises may cause short-term volatility, especially in tech sectors
If the two leaders fail to meet, markets might react negatively, anticipating more trade tensions or uncertainty, which could dampen sentiment, particularly in US-China reliant sectors。。。
Ultimately, the market’s direction is shaped by factors like the Asia tour, inflation, and geopolitical tensions, with any instability likely causing volatility, so investors must stay alert
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@Huat99
@Snowwhite
CPI has been released and market rose. However, many are also betting that the Fed will cut rates regardless so this just increases market’s confidence of 2 rate cuts.
If the US and Chinese leaders don’t meet, the market will definitely be disappointed but the end is not over unless both decided to retaliate and not negotiate. As long as the door to negotiations remain open, market will eventually react positively. Both leaders know they have to compromise in order to advance their countries’ interests; it’s just a matter of who has the shorter end of the stick. A full blown trade war will harm both sides so they will definitely meet and market will react accordingly.
I would assume the Asia swing to be his attempt to pitch some ideas and make certain concessions without losing face, think along the lines of "you gave me such a grand welcome, you talked to me so nicely and said thank you, let me pull back the tariffs!".
Xi and Donald will meet for sure.