The markets may have breathed a collective sigh of relief that the Trump Xi meeting at the weekend culminating in some sort of truce, but Phil Dobbie asks NAB’s Tapas Strickland, what’s changed really? Is there enough to see a more buoyant mood, enough to boost the Aussie dollar and US equities? They also discuss the latest manufacturing data, for the US, Europe and China. The Chinese data held some good news for Australia. There’s also some positive signs in the Aussie housing market. Is the worst over?