Sep 28, 2026 · 53 min · 8 segments
On Monday’s “Peter Lewis’ Money Talk” podcast, I’m joined by Alex Wong, director at Alex KY Wong Asset Management, and William Ma, Chief Investment Officer at GROW Investment Group. Providing a view…
William MaGuest
Andy XieGuest
Alex WongGuestIn today's business and finance headlines, the US and China have agreed to extend their trade truce, which was set to expire on November the 10th to January the 10th.
The Chinese side had reportedly been pushing to extend the truce through the remainder of Trump's term.
A short two-month time frame suggests the US is yet to be satisfied with China's offer on rare earths and other trade issues.
US Trade Representative Jameson Greer said Saturday the US and China have reached agreements covering a subset of non-sensitive goods that could be traded on more favourable terms.
Greer said the Trump administration will release more details today, but he didn't specify which products are covered, how tariffs could change, or when the terms would take effect.
The agreements are being negotiated through the US-China Board of Trade mechanism, which are focused on pure trade issues, Greer said, rather than US national security restrictions on advanced technology.
Saudi Arabia's crude oil exports have surged this month despite a sharp escalation in fighting with Iran-backed militants, according to data from the trade intelligence firm Kepler.
Riyadh is exporting 6 million barrels per day in September, the highest level since the Iran war began about seven months ago.
The key US 10-year Treasury yield, which influences mortgages in America, leapt to 5.23% on Friday, its highest level since 2007.
Yields on the 10-year bond settled two basis points lower at 5.17% after adding 23 basis points in the previous two sessions, including its most rapid one-day increase since early 2025 on Wednesday.
John Rock of 22V Research found that during 16 instances of rapid increases in the 10-year yield since 1970, a financial crisis occurred.
On today's programme, I'm joined by Alex Wong, Director at Alex K.Y. Wong Asset Management, and William Ma, Chief Investment Officer at Grow Investment Group.
Finding a view from mainland China is Shanghai-based independent economist Andy Sher.
You'll find that this morning at peterlewismoneytalk.substack.com. A global bond sell-off paused Friday afternoon, providing new support for stocks in a volatile week.
The Dow snapped a three-day losing streak, advancing 479 points, or 0.9%, to end at 51,829.
All three major US stock benchmarks finished the week with gains, led by the Nasdaq Composite, which rose 2.1%.
In the currency markets, the US dollar index has gained about 2% over the past two weeks, climbing to its highest level since July.
The offshore Chinese yuan depreciated 0.1% to around 6.72 renminbi per dollar on Friday, marking its fourth straight session of losses.
In today's business and finance headlines, the US and China have agreed to extend their trade truce, which was set to expire on November the 10th to January the 10th.
The Chinese side had reportedly been pushing to extend the truce through the remainder of Trump's term.
A short two-month time frame suggests the US is yet to be satisfied with China's offer on rare earths and other trade issues.
US Trade Representative Jameson Greer said Saturday the US and China have reached agreements covering a subset of non-sensitive goods that could be traded on more favourable terms.
Greer said the Trump administration will release more details today, but he didn't specify which products are covered, how tariffs could change, or when the terms would take effect.
The agreements are being negotiated through the US-China Board of Trade mechanism, which are focused on pure trade issues, Greer said, rather than US national security restrictions on advanced technology.
Saudi Arabia's crude oil exports have surged this month despite a sharp escalation in fighting with Iran-backed militants, according to data from the trade intelligence firm Kepler.
Riyadh is exporting 6 million barrels per day in September, the highest level since the Iran war began about seven months ago.
The key US 10-year Treasury yield, which influences mortgages in America, leapt to 5.23% on Friday, its highest level since 2007.
Yields on the 10-year bond settled two basis points lower at 5.17% after adding 23 basis points in the previous two sessions, including its most rapid one-day increase since early 2025 on Wednesday.
John Rock of 22V Research found that during 16 instances of rapid increases in the 10-year yield since 1970, a financial crisis occurred.
On today's programme, I'm joined by Alex Wong, Director at Alex K.Y. Wong Asset Management, and William Ma, Chief Investment Officer at Grow Investment Group.
Finding a view from mainland China is Shanghai-based independent economist Andy Sher.
You'll find that this morning at peterlewismoneytalk.substack.com. A global bond sell-off paused Friday afternoon, providing new support for stocks in a volatile week.
The Dow snapped a three-day losing streak, advancing 479 points, or 0.9%, to end at 51,829.
All three major US stock benchmarks finished the week with gains, led by the Nasdaq Composite, which rose 2.1%.
In the currency markets, the US dollar index has gained about 2% over the past two weeks, climbing to its highest level since July.
The offshore Chinese yuan depreciated 0.1% to around 6.72 renminbi per dollar on Friday, marking its fourth straight session of losses.
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