视频说明
President Trump may have secured a major diplomatic breakthrough with President Xi Jinping in Beijing — but the bigger question now is whether this gives Trump more room to turn his attention back to Iran.
China is signalling stability. Trump is claiming a win. Markets may celebrate lower US-China tension. But beneath the warm handshake, Taiwan remains China’s red line, tech restrictions remain unresolved, and the Middle East crisis is still far from over.
The real risk is the Strait of Hormuz. Ships are still being threatened, Iran is still trying to control passage through one of the world’s most important oil chokepoints, and Trump’s patience with Tehran appears to be running out.
In this video, I explain why the Trump-Xi breakthrough may calm one crisis — while potentially accelerating the next one.
Watch carefully: the market may be focused on Beijing, but the real inflation and stock market risk may still be coming from Hormuz.