PodcastSquawk PodSeptember 25, 2026
A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26
The Trump-Xi summit yielded only a trade-truce extension while Cathie Wood projects AI could push global GDP growth above 7%.
- Trade truce extended, not resolved: White House dinner drew 130+ guests and 27 CEOs (no Anthropic, no Chinese CEOs); only outcomes announced were a two-month trade-truce extension and two pandas headed to Atlanta Zoo.
- Ambassador Perdue claims Iran progress: Perdue says Xi and Trump agreed Iran will never get a nuclear weapon and the Strait of Hormuz stays open to all, though China's indirect support for Iran remains a concern.
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