US Treasury Secretary Scott Bessent will meet Chinese Vice Premier He Lifeng in New York on September 19-20, with US Trade Representative Jamieson Greer also expected to participate. The talks will cover artificial intelligence, rare earth minerals and broader economic ties before the September 24 Washington meeting between Donald Trump and Chinese President Xi Jinping. AI safety, model distillation, semiconductor export controls and technology security are expected to feature alongside mineral supply chains, with neither government previewing a specific outcome. Investors are also monitoring September purchasing managers’ surveys, global rate decisions and China’s lending-rate announcement, while assessing potential effects on chipmakers, cloud providers, AI developers, commodity markets and wider technology supply chains.