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Tag Archives: China Trade War
Welcome To The Forever Trade War
Are you surprised? We’re not (see our repost below). Mood in Beijing about #trade deal is pessimistic, government source tells me. #China troubled after Trump said no tariff rollback. (China thought both had agreed in principle.) Strategy now to talk … Continue reading
China Still Looking For A Rollback
We posted our, Roll back: The Verb China Is Looking For, two months ago and China is still looking for a rollback on some of the tariffs that have already been implemented. What President Trump said is not what the markets expect. But … Continue reading
Trump Is Now Compromised In China Trade Talks
The road to a credible China trade deal just got a bit narrower and bumpier after President Trump all but recruited China for his 2020 campaign. China may not accept but they do now have a tremendous amount of more … Continue reading
Roll back: The Verb China Is Looking For
Roll back is the verb China is looking for. Mr. Market is all lathered up this morning on the following report, Source: @FerroTV Not so fast. A senior White House official said the U.S. is “absolutely not” considering an interim … Continue reading
Did the Chinese Drop a Rare Earth Trade Bomb?
Call us paranoid, but what would you conclude from the following headlines: Oct. 15: U.S. launches trade investigation into China’s green tech sector – Xinhua Oct 19: China to limit exports of ‘rare earth’ minerals vital to energy tech – … Continue reading
Posted in Black Swan Watch, BRICs, China, Currency, News, Policy, Politics, Sovereign Risk
Tagged China Trade War, Rare Earth
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