What does this week’s global risk checklist look like for investors? Alongside tariff anxiety, markets will be intensely focused on fresh inflation data, the Fed’s September meeting, and the geopolitical chessboard. On commodities, oil prices are dipping as traders await an expected Trump-Putin summit that could de-escalate the Russia-Ukraine conflict and, in turn, relieve sanction risk in the crude market. On the monetary policy front, a hot US CPI print could trigger reassessment of how many rate cuts are still “in play.”
Meanwhile, the next act in the global trade saga—especially any surprise moves after the US-China tariff truce expires—is a wild card. For readers: Watch if unexpected inflation or tariff escalation flips the market mood from confident to cautious.
