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 Markets](https://www.bloomberg.com/news/videos/2026-09-23/jun-bei-liu-oil-is-key-market-risk-as-xi-and-trump-meet-video)