Markets tread water as trade talks resume in London. While chip stocks rally and crypto surges, China’s economic data casts a long shadow. We break down a cautious Monday across Wall Street, London, and Asia — where investors are watching every move in a fragile U.S.–China detente.

Plus: Apple disappoints, Spectris soars, and the Nasdaq edges closer to 20,000.

⏱ Show Notes / Timestamps

00:00 – Intro: Markets flat as U.S.–China trade talks resume
00:42 – Wall Street: S&P inches higher, chip stocks lead gains
02:15 – Movers: Apple slips, Warner Bros splits, Bitcoin surges
03:34 – Commodities & currencies: Oil climbs, yields fall, dollar softens
04:20 – London: Mixed close; Spectris rockets, WPP slides
05:35 – China: Exports slump, prices fall, stimulus hopes grow
06:50 – Asia-Pacific: Hong Kong rallies, Japan revises GDP, Korea rebounds
08:15 – Europe: Stocks stall as traders eye London trade talks
09:00 – Wrap: Trade diplomacy and data in the spotlight this week