Vladimir RibakovOwner, Chief Trader at Home Trader Club (Former Traders Academy Club), Owner, Chief Trader at Home Trader Club (Former Traders Academy Club) · Owner, Chief Trader at Home Trader Club (Former Traders Academy Club)

Don't Trade Without Watching This: Trump-Xi and Hormuz #forex #investing

24 Sept 2026 · 3 min

Watch on YouTube

2:36

In this market‑commentary video, Vladimir Ribakov highlights two imminent geopolitical events that could reset equity markets by Friday: the Trump‑Xi summit in Washington and the possible reopening of the Strait of Hormuz. He reviews recent market dynamics – an intraday Nasdaq record driven by AI optimism, a slip in the S&P 500, and a >290‑point Dow decline – noting that the rally was narrow and masked underlying bank weakness, exemplified by near‑4% drops in JPMorgan and Wells Fargo after earnings warnings. Oil prices have fallen for a fifth session after Iran hinted at a Hormuz reopening, while Saudi Arabia’s east‑west pipeline has resumed, though full shipping flows remain uncertain. Ribakov stresses that traders need concrete progress on tariffs, rare‑earth trade, and AI‑related restrictions, citing divergent U.S. and UN stances on AI regulation. He also points to European pressures: the ECB warns that China’s expansion into high‑value manufacturing is eroding German machinery and transport exporters, and despite lower oil supporting inflation expectations, the Fed stays hawkish with an October rate hike still on the table. He concludes with a watchlist through Friday – summit deliverables, Hormuz shipping flows, bank performance, market breadth, and bond yields – and invites viewers to follow his channel and join the Home Trader Club for more trading ideas.

Chapters

These two negotiations could reset the market by Friday. The first one is Trump and Xi summit, and the second one is the possible reopening of Strait of Hormuz. Now here is what happened on the last days on the markets that you should be paying attention to. The Nasdaq reached an intraday record on AI optimism, but the S&P 500 slipped and the Dow fell more than 290 points. And this was not a broad market rally. The banks exposed the weakness underneath. JP Morgan and Wells Fargo each fell nearly 4% following the warnings about their earnings. The oil declined for the 5th session after Iran suggested Hormuz could reopen within 7 days. While the Saudi Arabia actually restarted its east-west pipeline, great news for the oil. However, the normal shipping is not yet fully confirmed and not yet fully restored. Trump and Xi are now meeting in Washington. Traders need concrete progress on tariffs, rare earths, of course the AI. How could it be without it? And all the restrictions around that and trade between the countries. That's not simply a positive language. The AI policy remains divided. Trump opposes broad regulations but says the Justice Department could intervene, while the United Nations wants stronger global oversight. So where does that go from here? Europe faces growing pressure too. The ECB says China expansion into high-value manufacturing is displacing the European exporters, and particularly the German machinery and transport companies. They are doing terrible. Lower oil supports inflation expectations, but the Federal Reserve remains hawkish, and another October rate increase is still being actually considered. Through Friday, watch the summit actual deliverables, Hormuz shipping flows, the bank performances, the market breadth, and bond yields. And for more trades, news, trading strategies, and so much more, make sure you follow our page and join Home Trader Club.