The Handshake Delivered Nothing. Here’s What Moved Anyway.

The biggest meeting of the year came and went, and settled almost nothing. Two leaders shook hands in Washington, called each other friends, and produced no joint statement of real terms, just a two-month extension of their trade truce to January 10, 2027. The market shrugged at the optics and moved on to what actually mattered.

And plenty moved. Gold fell more than 3% to around $4,152, not because of the summit, but because bets on an October rate hike jumped past 70% and a hawkish Fed voice warned against letting the public get used to high prices. US natural gas did the opposite: a pipeline leak in West Virginia pulled nearly two billion cubic feet a day off the grid and spiked prices 9% in a session before fading into a coiled setup that could break either way.

In the full piece I break down what the summit really delivered (and what it didn’t), the soybean detail that reveals Beijing’s game, the level that decides gold’s next move and the gas chart I’m watching into October. Charts levels and targets on Substack, free once you’re on the list:

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