Ten Cap's Jun Bei Liu: Oil Remains Key Market Risk as Xi and Trump Meet

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Jun Bei Liu, founder of Ten Cap, highlights that while the Trump-Xi meeting could foster positive market sentiment, unresolved oil supply issues remain a significant near-term risk. Elevated energy prices may sustain inflationary pressures and keep interest rates high despite record equity levels.

Ten Cap founder Jun Bei Liu views the upcoming Trump-Xi talks as positive for markets, but warns that unresolved oil supply issues pose a far greater near-term threat. Higher energy prices could ignite further inflation and keep interest rates elevated even as equities touch record highs. (Source: Bloomberg)