WisdomTree
Report published May 25, 2026
China Summit Disappointment Stresses Markets: Weekly Commentary with Jeremy Siegel
WisdomTree · May 25, 2026
The disappointing China summit and rising oil prices have removed key sources of market optimism, pushing 10-year Treasury yields above 4.50%. Despite strong U.S. economic data, equity markets face near-term pressure as the Fed's easing bias comes into question.
Read the remaining 1 page
Finvaulta summarizes WisdomTree's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.The China summit failed to meet market expectations, lacking progress on trade (Boeing orders), Iran, and Taiwan tensions.
- 2.Rising oil prices and the 10-year Treasury yield breaking above 4.50% are tightening financial conditions and pressuring inflation expectations.
- 3.The U.S. economy remains resilient with strong manufacturing data, despite geopolitical and energy shocks.
Table of Contents
- China Summit Disappointment Stresses Markets
Report data
Key figures extracted from this report
| Metric | Estimate | Context |
|---|---|---|
| 10-year Treasury Yield | 4.50% | Long bond moving higher, tightening financial conditions. |
| New York Empire Manufacturing | Very strong | Regional survey confirming broader economic strength. |
Access the full report
And others from the leading tier 1 banks.
Free account: read previews and a daily allowance of full reports. Pro removes the daily limit.
Authors / Editors
Jeremy J. Siegel · Senior Economist