In MACRO NEWS, the Xi/Blinken meeting seemed to go quite well but Goldman Sachs downgraded its growth forecast for China. In CONSUMER/RETAIL-RELATED NEWS, mortgage rates hit a new high, we look at the arguments against intervention, food price inflation slows, Next does better, John Lewis cuts space and Frasers Group ploughs into AO World. In TECH NEWS, investors ponder a potential AI bubble while Intel invests big in Germany. In INDIVIDUAL COMPANY NEWS, Airbus gets a humungous order, US homebuilders do well, BlackRock and JP Morgan help to set up a Ukraine reconstruction bank and Binance abandons its UK registration. AND FINALLY, I bring you a "fun" physical challenge...