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As world leaders gather at the UN, markets are watching a highly-anticipated meeting between US President Trump and Chinese President Xi Jinping. Plus, oil prices are falling despite persistent geopolitical tensions, and central banks around the world are signalling a more hawkish stance.

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Today's recommended read: Hormuz shuttles keep oil flowing, but at high cost

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The Bank of Japan raises rates to a 31-year high, but the yen weakens anyway. President Donald Trump and Xi Jinping prepare for talks next week, with trade, AI and semiconductors in focus. Meanwhile, China pushes Iran to rein in its Houthi allies as efforts intensify to ease pressure on global oil supplies.

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Today's recommended read: Record diesel prices could be Trump's Achilles' heel Ron Bousso

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The Fed raises rates unanimously for the first time in over three years, with 16 of 18 policymakers penciling in another hike this year. The Bank of England is set for a hawkish hold as energy shocks and food prices threaten to push inflation above 4%. Meanwhile, the Bank of Japan faces calls from some policymakers to deliver a half-point move when markets are only pricing in a quarter.

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Today's recommended read: Why bulls have an edge in AI bubble debate, Marty Fridson

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Markets expect the Federal Reserve to deliver its first rate hike in more than three years, testing the relationship between Fed Chair Kevin Warsh and President Donald Trump. Treasury Secretary Scott Bessent acknowledged growing caverns over the U.S. deficit as bond yields remain elevated. And energy prices continue to cloud the inflation outlook.

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Today's recommended read: Real or not, Trump's helicopter money drop should alarm by Mike Dolan

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Pressure is mounting on Treasury Secretary Scott Bessent as he testifies before Congress with 10-year yields topping 5%. The Federal Reserve begins a pivotal two-day meeting with markets expecting another rate hike. And President Trump says no new guardrails are needed for AI, even as calls grow to slow development of advanced models.

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Today's recommended read: AI is too big to slow in a geopolitical race by Mike Dolan

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Listen to the latest episode of Reuters Econ World on ⁠⁠⁠⁠⁠⁠right-wing populism⁠⁠⁠⁠⁠⁠.

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Sound engineering and music by Sebastian and Josh Sommer.

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