Discover and read the best of Twitter Threads about #TradeWar

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#WeekendReading Thread | @GreatGameIndia

Kartarpur Corridor - ISI's Bridge to #Khalistan

While the intention appears to be noble the larger Pakistani plot behind #KartarpurCorridor is ISI's Bridge to #Khalistan directed at the #Khalistan2020 Referendum
greatgameindia.com/kartarpur-corr…
According to leaked information of a high-level meeting, the United States and India’s failure to reach a long-expected trade deal on Sept. 24 has sparked fears of a full-fledged India US #TradeWar.
greatgameindia.com/india-us-trade…
A scientist with the National Remote Sensing Centre #NRSC of the Indian Space Research Organisation #ISRO was found murdered in his apartment in #Hyderabad.
greatgameindia.com/isro-scientist…
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回顧這一年多來的關稅大戰,有一點可以清晰可見,那就是,走國真的沒有杠精粉紅們想象中的那麽强大,一年下來各種被制裁且無還手之力。并且目前各種跡象表明,US正在誘使走黨走向另一個“廣場協議”。
回到這個問題的本源,爲什麽會爆發 #TradeWar?最核心的問題在於兩方面:1.百餘年前天朝就流傳著“師夷長技以制夷”的説法,於是走黨把從美國學來的高科技用來對付美國,然而被川普看懂了,並竭力制止...
... 2.走黨用高科技對付自己的人民,這個問題更嚴重,這是反人類的行爲,必須被制止,否則人類文明大倒退。於是,川普有了兩個“無比正義”的旗號:保護美國利益+保護人權——“名正則言順”,美兩黨在中國問題上的態度空前一致,即使川不能連任,其繼任者也很難扭轉這個新的政治正確。
Read 4 tweets
After raising protest in a letter to President Trump, now American lawmakers have acted legally against India over the #Kashmir issue urging for US intervention. What makes the report more startling is that the doc was submitted just days after #HowdyModi
greatgameindia.com/american-lawma…
On 12 Sept 2019 Senators Chris Van Hollen, Todd Young, Ben Cardin and Lindsay Graham wrote a letter to President Trump raising concerns over #Kashmir issue. Congressman Eric Swalwell said Kashmir is not just about India but has worldwide military, economic and moral consequences.
In a first step towards legislative action by American lawmakers against India over #Kashmir US Senate Committee on Foreign Relations has added an appeal to end what it calls a “humanitarian crisis” in Kashmir in its report ahead of the annual Foreign Appropriations Act for 2020.
Read 15 tweets
“The Chinese miracle is over.”

In a wide-ranging conversation, top radio talk show hosts and senior @EpochTimes staff provided context to an audience of media professionals about some of the most important headlines regarding #China. theepochtimes.com/the-chinese-mi…
John @batchelorshow, a talk show host on WABC in New York, said the #TradeWar has highlighted how “China’s business model is broken.”

US #Tariffs have taught companies they can move their supply chains out of #China, without being subject to unfair trade practices.
@batchelorshow Tom @sullivanradio of #TalkMedia Network said he’s spoken with #Farmers and residents in the heartland states most affected by #China’s retaliatory #Tariffs on US #Agricultural products; they support President Trump tackling the #Chinese regime’s trade policies.
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Standard Chartered 1/5: #USD – The peak is nearing
We remain neutral on the USD albeit with a slight negative bias as the uptrend appears to be coming to an end. However, we believe conditions for a reversal are not yet in place.
Standard Chartered 2/5: The USD has remained relatively resilient on the back of the US’s strong cyclical story relative to the rest of the world. Additionally, tight USD liquidity and capital flows have remained USD-supportive and could persist.
Standard Chartered 3/5: The higher US yield structure means that any US flows to the rest of the world will likely be hedged while flows into the US will likely be unhedged – which could prop the USD up in the near term. Further upside risks include an intensifying #tradewar,
Read 5 tweets
Weekend Reading #Thread | @GreatGameIndia

Below are all the issues we covered this week.

Join us on Telegram for more intel and updates t.me/greatgameindia
How bureaucrats and politicians including a former Chief Minister and Governor of Madhya Pradesh were honeytrapped by Bollywood actresses and call-girls in a sex-blackmail racket. #Honeytrap
greatgameindia.com/madhya-pradesh…
Russians are reportedly on the ground supporting renegade General Khalifa Haftar known as ‘CIA’s Man in Libya’ against the #UnitedNations backed Govt of National Accord – in what is now being called as the Russo American Alliance against the #DeepState.
greatgameindia.com/russo-american…
Read 5 tweets
US has put sanctions on several Chinese companies for shipping Iranian oil, putting dozens of Supertankers off limits to energy traders. As a direct impact of blacklisting of Chinese shipping company Cosco 145,000 tonnes of Indian Oil is at risk. #TradeWar
greatgameindia.com/145000-tonnes-…
US Treasury dept on Wednesday blacklisted two oil tanker subsidiaries of Cosco, a leading Chinese shipping and logistics company. Indian Oil Corp is examining the impact of this sanctions on its chartering of a crude carrier owned by a subsidiary of Cosco greatgameindia.com/145000-tonnes-…
Indian Oil Corp has chartered Da Yuan Hu, owned by Chinese Cosco Shipping Tanker Dalian blacklisted by US for the lifting of 145,000 tonnes of Mexican Isthumus oil. The vessel is expected to start its voyage to Paradip port in eastern India on Oct. 10, Refinitiv Eikon data shows.
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corrierecomunicazioni.it/media/il-5g-sb…
CASO ILIAD. LEVI: “ILIAD SPINGE GLI INVESTIMENTI”
Il CEO del 4° operatore mobile definisce strumentali le interpretazioni dei dati presentati da Mediobanca (300MLN perdite per i competitor) e ribalta lo scenario: “Competizione innesca aumento della spesa”.
corrierecomunicazioni.it/telco/levi-ili…
Read 31 tweets
In the late 90s secret meetings took place in London where the blueprint for the return of East India Company was drafted. Called #Vision2020 the scheme was a brainchild of an American consultancy firm born out of US military #McKinsey & #BigFour. #Kashmir
greatgameindia.com/return-of-east…
#Vision2020 was supposed to be a role model & exported all over India & later to entire developing world. Although amidst widespread opposition people of Andhra Pradesh destroyed this ‘world’s most dangerous economic experiment’ dubbed at the time as return of East India Company.
The partition of Andhra Pradesh provided another opportunity to revive the masterplan. The same project was now rebranded as #Vision2029 under the flagship of one of the #BigFour consultancy firm Ernst & Young - who is also a partner in #Kashmir Plan.
Read 21 tweets
1. My prediction: As Chinese goods are dumped to get ahead of Trump's #tradewar #tariffs, prices remain low but as inventories drop and demand remains, prices will begin to spike. IMO @POTUS Trump will create high inflation with a business slowdown by first quarter 2020.
2. The key is to keep talking about the Trump GOP being in bed with Putin (eg #MoscowMitch #LeninGradLindsey) and Putin's goal is destruction of US economy. Say it over and over again. So when this predictable result occurs the remaining non-#MAGA GOP will be predisposed to
3. wipe the GOP out in nearly every Senate race. The goal of Democrats holding the @WhiteHouse and ending GOP majorities not only in the House but in the Senate is clearly attainable but @TheDemocrats must remain focused on message. The goal is to not only defeat the @GOP but
Read 6 tweets
[THREAD]🌏Find out our global outlook & central scenario for H2-19-2020: uncertainties surrounding global economic dynamics will weigh on overall growth #Outlook #tradewar #Brexit
🔎Our scenario is based on the strong assumption of a UK exit from the EU without a withdrawal agreement #Brexit #HardBrexit🇬🇧🇪🇺
Mainly, expectations are:
🔻a recession in the #UK and a slowdown of #growth in the euro zone
🔻3 #Fed rate cuts of 25 bps in July, September & December 2019
🔻a cut in the deposit rate by the #ECB by 10bps in September 2019
Read 4 tweets
Thread of 3 Articles: Does #China have enough #US dollars to survive the US #tradewar? - China’s US$3.1 trillion in foreign exchange reserves may not be sufficient to support a crisis in the economy, analysts say scmp.com/economy/china-…
This is the first article in a three-part series looking at China’s US dollar shortage risks amid the trade war with the United States as it plans to reform and internationalise its economy.
Beijing’s increasing scrutiny of US dollar usage by Chinese companies & individuals, in the absence of any signs of a financial crisis, + accelerating efforts to lure in foreign capital, have raised suspicions that the China's economy is worried about running short of US dollars.
Read 44 tweets
Thread: The Bank of #China is asking customers with #US dollars to exchange them for the local RMB currency, and giving rewards to those that do. This is an indication that the trade balance is getting tight due to the #tradewar and China needs to raise more foreign currency.
Here is further confirmation that #China is short of dollars - Why is #US dollar access so restrained in China as trade war rages on? Foreign financial institutions increasingly reluctant to lend US dollars to Chinese banks because of financial risks amp.scmp.com/economy/china-…
Foreign financial institutions increasingly reluctant to lend US dollars to Chinese banks given worries about financial risks amid the trade war - China holding onto US dollars by increasingly restricting business and individual transfers out of the country.
Read 13 tweets
#FoxBusinessNews is discussing #TradeWar with #Mexico Trump is quite wily. Some car parts travel back & forth over the border FOUR times, same parts. The assembly apparently requires the parts exchange hands several times before the final assembly.
2/ A 5% tarriff for each trip over the border will bankrupt a Mexican company. DJT probably knows the cumulative tariff for Mexico will be 25% in the end. Each piece is now increased $2.50. Which is why their representatives ended their siestas & made tracks to reach the White
3/ House. The US auto industry has been alluding to “peak car.” It seems taking Uber, Lyft, & others is less costly than owning car. More used cars are being bought & the electric car is permanent. The auto industry is headed into the graveyard. Perhaps as soon as 2030.
Read 5 tweets
#China’s Communist Party has been engaged in an economic campaign of “Unrestricted Warfare” against the Free World since it joined to @WTO in 2001. But they have a weakness in their non-free floating currency, the #yuan. W/ all due respect to @POTUS @realDonaldTrump, his…
… pressure on the @FederalReserve to keep interest rates low is misguided (& reminiscent of @RTErdogan’s disastrous mistake in #Turkey). If we want to fight #China as hard as they’ve been fighting us, we should encourage Fed Governors to *raise* interest rates and *contract*…
… the global monetary base. This contraction will expose structural economic problems in #HongKong & in mainland #China more broadly, including insolvent state-owned enterprises, an over-extension of corporate credit, under-capitalized Chinese banks, etc. Moreover, the…
Read 4 tweets
🔴 Exclusive: Google suspends some business with Huawei after Trump blacklist - source. #TradeWars

Reuters reports that Google is suspending some business with the Chinese manufacturer

<POTENTIALLY DESTABILIZING FOR #Huawei's PHONES TRADE, IF ACCURATE>

reuters.com/article/us-hua…
If report is accurate, Huawei could be restricted to using the Android Open Source Project (ASOP), losing access to [Android] updates, which would cut the company off from critical Google apps that consumers outside of China expect on Android devices.
Rumors say that Huawei was already preparing its own operating systems in the event of being banned from using Android and Windows, but given US fears about foreign interference, a home-grown OS is likely to face even more scrutiny than Google’s software❗️
Read 21 tweets
Some argue that the #US economy could decouple from the steepening downturn in the global #economy . This is a serious misconception.

The fact is that, for the first time since the early 1900s, the US has not been the most influential player in the global business cycle. 1/
When the global financial crash reverberated through the global economy in late 2008, the Chinese leaders enacted stimulus that would break all records.

The idea, most likely, was to carry the Chinese economy through the slump of the global economy, but the slump never ended. 2/
The bank bailouts of 2008 combined with zero-interest and quantitative easing policies by the central banks forced the business cycle into expansion mode prematurely. Unprofitable banks and firms were kept operating, and the global economy “zombified”. 3/
gnseconomics.com/en_US/2019/03/…
Read 11 tweets
美國銀行(Bank of America Corp.)、摩根士丹利(Morgan Stanley)和瑞銀集團(UBS Group AG)表示,在 #TradeWar 繼續深化的情況下,中國的經濟增長可能會放緩至6%以下,這是近30年來的首次。中國實際的經濟環境可能要比數據嚴重得多。
隨着政府通過增加支出來緩解衝擊,債務螺旋上升,目前已經接近GDP產出的300%。麥格理證券(Macquarie Securities Ltd.)駐港首席中國經濟學家胡舒立(Larry Hu)說:“他們必須知道,日本之所以陷入“失去的十年”,部分原因是日本央行在廣場協議之後過度刺激了日本經濟。”
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#Gold: There is an interesting story on Bloomberg suggesting that China could dump Treasuries, not as part of the #TradeWar but to defend its currency.

bloomberg.com/news/articles/…?
#Gold: Certainly, the RMB has quickly fallen in value against the USD and Euro over the past month, as this chart of a 50:50 USDCNY EURCNY blend shows.
Gold: Together with the move in US dollar-denominated #gold back towards $1300/oz, this has propelled #gold in renminbi towards a recent high.
Read 10 tweets
FRIDAY MORNING IN ENERGY: And I’d like to talk energy, but really, I’ve got to talk trade first after we’ve got new tariffs coming, a lot of research notes, and very nervous markets… #OOTT #tradewar #China #trade
… as always you can follow our coverage here on Reuters.com. Our lead story right now is, the US escalated the trade war with more tariffs after the Chinese made major changes in the agreement that blew everything up earlier in the week.

reuters.com/article/us-usa…
Trump has said he’s in no rush to complete the deal. So we’ve got that going for us. #trade #china Ttradewar

reuters.com/article/us-usa…
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𝗧𝗵𝗿𝗲𝗮𝗱 | 𝗗𝗼𝗻𝗮𝗹𝗱 𝗝. 𝗧𝗿𝘂𝗺𝗽: 💰𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗗𝗼𝗹𝗹𝗮𝗿 𝗟𝗼𝘀𝗲𝗿

#BillionDollarLoser #TrumpTaxes #TrumpIsAFraud #Trump #TheResistance #BiggestLoserTrump #ImpeachTrump #QAnon #MAGA #WWG1WGA
Decade in the Red | Trump Tax Figures Show Over $1B in Business Losses: May 7, 2019

nyti.ms/2H7zUYT via @nytimes
#BillionDollarLoser #TrumpTaxes #TrumpIsAFraud #Trump #TheResistance #BiggestLoserTrump #ImpeachTrump #QAnon #MAGA #WWG1WGA
Read 27 tweets
Economists estimate trump's #TradeWar w/ China has already cost U.S. companies & consumers $19.2 billion.

Now U.S. retailers, to avoid drastic price increases in the U.S., purchase products from Tawain, South Korea, Vietnam, & Mexico (thread)
#economics

reuters.com/article/us-usa…
The trump #TradeWar is making #Vietnam a winner-- as "exports rose 12.4% in the 2nd half of 2018...outpacing the five biggest economies in SE Asia"

And co's like Xuan Hoa Vietnam Joint Stock Co. (furniture) have shifted operations from China to Vietnam.

bloomberg.com/news/articles/…
Tawainese companies are also moving out of China to invest in their home country, making #Tawain a winner in the #TrumpTradeWar

#economics

taiwannews.com.tw/en/news/3679587
Read 11 tweets
Going after #Trump? Evidence from the #tradewar. This is a brief thread describing a new paper that it is joint work with Carlo Schwarz @Warwick_Econ PhD student (going on the market this year). The paper circulates as @cepr_org - ungated WP ssrn.com/abstract=33490…
The question we ask is quite simple: were the retaliation measures triggered by China, the #EU, and the #NAFTA against Trump's tariffs politically targeted? We study the trade escalation triggered by US steel tariffs and various #Section301 #tariffs.
Interestingly, this is the first trade dispute in a long time that actually escalated to that level. The last case that came close was also the case of steel tariffs in the early 2000s -- but then retaliation measures, while being threatened, were never triggered as US caved in.
Read 13 tweets
Over the 40 years of formal US-China relations, few companies better illuminate the complex layers of this bilateral relationship than @Boeing.

@Neilthomas123 traces the story of Boeing and China, from the Cold War to the Trade War. Follow this thread: macropolo.org/boeing-us-chin…
1/ Did you know the very first engineer @Boeing hired was Chinese?

In 1916, Chinese-born, MIT-trained Wong Tsu helped William Boeing build the Model-C.

macropolo.org/boeing-us-chin…
2/ Boeing's first sale to China came during the Cold War. When Nixon visited China in 1972, he personally approved a request from China to buy 10 B707s. The motive is more geopolitical than commercial: to weaken China's aviation dependence on Soviet planes:macropolo.org/boeing-us-chin…
Read 24 tweets

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