theglobeandmail.com/canada/article…
*Link: bloom.bg/2BTw5DN
*Link: bloom.bg/2PlmgSM
*GAO: ULTIMATE JOINT GOAL IS TO REMOVE ALL NEW TARIFFS
*GAO: HOPE TO ACHIEVE THAT GOAL WITH U.S. WITHIN THE 90 DAYS
*GAO DECLINES TO ANSWER QUESTION ON #HUAWEI
reuters.com/article/us-usa…
*Link: bit.ly/2B1z5N0
bloomberg.com/news/articles/…
*KUDLOW SAYS TRUMP MAY GIVE #CHINA MORE THAN 90 DAYS
*The trade surplus with the U.S. was $35.6bn (up from $31.8bn).
*Export growth slows (+9.8% YoY, weakest since April 2018) as front-loading ahead of tariffs fades.
*Link: bloom.bg/2BWZ7SX
#Beijing and Washington agreed that China will purchase large amounts of goods and services, with China pledging to announce soybean and natural-gas purchases in the coming weeks.
wsj.com/articles/detai…
axios.com/trump-huawei-c…
wsj.com/articles/u-s-r…
*Volume could be 5m or 8m tons for state reserves: officials
*Link: bloom.bg/2rvojtU
*The three senior officials discussed Chinese purchases of agricultural products.
*Chinese officials are also considering making changes to the Made in China 2025 plan.
wsj.com/articles/u-s-c…
*The step hasn’t been finalized and could still change.
*Trump said trade talks with China are already underway by phone, with more meetings likely between officials of the two governments
bloomberg.com/news/articles/…
wapo.st/2PymcPI
nytimes.com/2018/12/11/us/…
uk.reuters.com/article/us-usa…
#Manufacturing wages are among the lowest in the region.
*Link: bloom.bg/2zOlJnp
*Link2: bit.ly/2C67wDD
scmp.com/news/china/dip…
reuters.com/article/us-usa…
*CHINA TO LIFT RETALIATORY TARIFF ON U.S. CARS FOR 3 MONTHS
*CHINA HAD IMPOSED 25% RETALIATORY TARIFF ON U.S. CARS
Trade war buoys apparel industry in #Bangladesh and #Vietnam - Nikkei
asia.nikkei.com/Economy/Trade-…
bloomberg.com/news/articles/…
"Anyone betting that Chinese President Xi Jinping would back down quickly in a trade war with Donald Trump better think again".
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
*U.S. officials also accused China of violating a 2015 pact under which both nations vowed to not engage in state-sponsored hacking for economic gain.
wsj.com/articles/u-s-t…
*The Trump administration has added the latest piece to a growing campaign against China’s state-led efforts to steal U.S. #technology.
bloomberg.com/news/articles/…
reuters.com/article/us-chi…
*Hard-line White House adviser says trade agreement in 90 days will be difficult
asia.nikkei.com/Economy/Trade-…
*The countries exchanged views on trade balance and enhancement of intellectual property rights protection during the call and made "new progress".
*Link: bit.ly/2VawLwr
*Link: bit.ly/2Rh6XPV
*Link: bit.ly/2ELk9GY
#China drafts law protecting foreign intellectual property and prohibiting forced #technology transfer
scmp.com/economy/china-…
*May instead expand production in #Vietnam and other regions.
pulsenews.co.kr/view.php?sc=30…
*Meeting will be first after Trump and Xi agreed to a truce
bloomberg.com/news/articles/…
*GAO: CHINA, U.S. PLAN TO SIT DOWN AND TALK TRADE IN JANUARY
*GAO: WILL CONTINUE TALKING BY PHONE WITH U.S. IN JAN. TOO
*GAO: CHINESE, U.S. TRADE TEAMS MAINTAINING CLOSE COMMUNICATION
*U.S. officials said to plan talks in Beijing week of Jan. 7
*Chinese officials said still unsure of what U.S. side wants
*Link: bloom.bg/2GUydjt
*GAO: CHINA TO CUT CAPS ON FOREIGN STAKES IN EDUCATION, HEALTH
asia.nikkei.com/Business/Compa…
uk.reuters.com/article/uk-usa…
news.bloomberglaw.com/international-…
*GDP grew 7.3% in the three months through December from a year earlier.
*Link: bloom.bg/2TdzumG
*CHINA HOPES TO SETTLE U.S. TRADE DISPUTES THROUGH DIALOGUE: FM
*President hails ‘big progress’ after call with Xi Jinping
bloomberg.com/news/articles/…
*#Trump wants to increase US.exports and ease China regulations.
*People familiar with the state of negotiations said the president may be overstating how close the two sides are to an agreement.
wsj.com/articles/u-s-a…
nytimes.com/2019/01/01/us/…
cnbc.com/2019/01/02/us-…
*#Beijing confirms U.S. delegation to visit Jan. 7 to 8
*U.S. Chamber of Commerce: ‘We shouldn’t expect major breakthroughs’
bloomberg.com/news/articles/…
*KUDLOW: U.S. ASKING CHINA TO REDUCE SUBSIDIES IN TALKS NEXT WK
*KUDLOW SAYS INACCURATE TO SAY U.S. COS. WILL CRASH ON CHINA
*KUDLOW SUGGESTS IP THEFT IN CHINA MAY BE WEIGHING ON APPLE
*Results suggest that the aggregate consumer price index (CPI) is 0.3 percent higher than it would have been without the tariffs (for 2018).
*Link: nyfed.org/2saxrnZ
reuters.com/article/usa-co…
scmp.com/news/china/dip…
bloomberg.com/news/articles/…
cnbc.com/2019/01/07/us-…
*Chinese leaders came to the conclusion that #tradewar with US is short-circuiting growth
*It could give Xi’s advisers a greater sense of urgency to hash out a trade deal with U.S. negotiators
wsj.com/articles/trade…
bloomberg.com/news/articles/…
*ROSS: MOST DIFFICULT ISSUE IN CHINA TRADE TALKS IS ENFORCEMENT
*As trade talks begin in Beijing, U.S. negotiators demand Chinese commit to purchases and renounce regulatory switchbacks.
wsj.com/articles/u-s-p…
*Chinese inventors received 12% more U.S. patents in 2018
*Link: bloom.bg/2FesUJI
edition.cnn.com/2019/01/07/pol…
bloomberg.com/news/articles/…
*Link: bit.ly/2SKnOIe
*U.S., CHINA DISCUSSED FAIRNESS, RECIPROCITY, U.S. SAYS
*U.S., CHINA TALKS FOCUSED ON CHINA PLEDGE TO BUY U.S. PRODUCTS
*USTR: U.S. OFFICIALS CONVEYED DESIRE TO CUT CHINA TRADE DEFICIT
wsj.com/articles/u-s-a…
*Link: bit.ly/2H78c0e
*GAO: CHINA, U.S. MADE PROGRESS ON STRUCTURAL ISSUES IN TALKS
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
politico.com/story/2019/01/…
wsj.com/articles/feder…
reuters.com/article/us-usa…
wsj.com/articles/china…
bloomberg.com/news/articles/…
wsj.com/articles/u-s-w…
bloomberg.com/news/articles/…
*CHINA IS SAID TO OFFER 6-YEAR IMPORT BOOST OF OVER $1 TRILLION
*U.S. TRADE NEGOTIATORS SAID TO BE SKEPTICAL OF CHINA’S OFFER
*U.S. OFFICIALS SAID TO WANT FASTER REDUCTION IN CHINA TRADE GAP
bloomberg.com/news/articles/…
marketwatch.com/story/trump-sa…
uk.reuters.com/article/uk-usa…
*Link: bloom.bg/2Ho7zzy
edition.cnn.com/2019/01/22/pol…
bloomberg.com/news/articles/…
reuters.com/article/us-dav…
reuters.com/article/us-usa…
cnbc.com/2019/01/23/tru…
uk.reuters.com/article/us-hua…
*GAO: CHINA-U.S. IN CLOSE CONTACT TO PREPARE FOR LIU HE TRIP
cnbc.com/2019/01/24/com…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
wsj.com/articles/big-d…
bloomberg.com/news/articles/…
*Link: bit.ly/2CQAaIc
asia.nikkei.com/Economy/Trade-…
politico.com/story/2019/01/…
cnbc.com/2019/01/29/app…
cnbc.com/2019/01/29/tre…
beta.scmp.com/economy/china-…
bloomberg.com/news/articles/…
scmp.com/news/china/dip…
*China is expected to ramp up purchases of US soybeans to 5M metric tons, on top of the estimated 5M bought in the weeks after Trump met with Xi Jinping in Dec.
bloomberg.com/news/articles/…
*Link: bloom.bg/2Rvr9cK
*The discussions were "candid, specific and fruitful".
*Link: bit.ly/2WxAqVz
scmp.com/news/china/dip…
*The White House reiterated its threat to raise tariffs by March 1, unless a “satisfactory outcome” is reached.
*Link: bit.ly/2Gc2DLY
*Source familiar with discussions says the two sides are considering a meeting in the coastal city on February 27 and 28.
scmp.com/news/china/dip…
bloomberg.com/news/articles/…
asia.nikkei.com/Economy/Trade-…
nytimes.com/2019/01/31/bus…
bloomberg.com/news/articles/…
scmp.com/economy/china-…
*The WSJ cited a senior WH official who said the most difficult issue remains enforcement and the two sides are still no closer to an agreement on this.
wsj.com/articles/u-s-t…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
uk.reuters.com/article/us-usa…
*First $50 billion of tariffs wave reduced both the value and volume of those products imported from China.
*Link: bloom.bg/2WK3dXe
cnbc.com/2019/02/06/ste…
cnbc.com/2019/02/07/sto…
cnbc.com/2019/02/07/tru…
*Trump previously said he planned to meet Xi in late February
bloomberg.com/news/articles/…
foxbusiness.com/economy/us-chi…
wsj.com/articles/press…
politico.com/story/2019/02/…
bloomberg.com/news/articles/…
uk.reuters.com/article/us-usa…
scmp.com/news/hong-kong…
axios.com/trump-xi-china…
*Huawei cements No. 1 position with strongest growth, IDC says
*Link: bloom.bg/2UQqjcL
beta.scmp.com/economy/china-…
bloomberg.com/news/articles/…
*The two could get together in March, Trump adviser Conway says
bloomberg.com/news/articles/…
*A March 6 hearing is set in Vancouver for Meng Wanzhou
*A 2nd case centered on alleged theft of trade secrets from T-Mobile is set to be heard by a judge in Washington on Feb. 28.
cnbc.com/2019/02/11/her…
bloomberg.com/news/articles/…
beta.scmp.com/economy/china-…
nytimes.com/2019/02/12/bus…
wsj.com/articles/china…
cnbc.com/2019/02/11/cra…
bloomberg.com/news/articles/…
*Chinese officials had initially proposed an extension of 90 days, but that was knocked back by the US side
*Trump has indicated he will need to meet Xi to agree on a final deal
bloomberg.com/news/articles/…
wsj.com/articles/china…
*KUDLOW SAYS THE VIBE IN BEIJING IS GOOD
*KUDLOW SAYS NO DECISION MADE ON EXTENDING TARIFF DEADLINE
bloomberg.com/news/articles/…
*Both sides were scrambling to at least produce a “memorandum of understanding” by the end of Friday.
ft.com/content/c2783d…
- Statement to be issued after Friday’s talks; expected to discuss progress towards MOU, WSJ reporter Lingling Wei says in tweet, citing unidentified people.
reuters.com/article/us-usa…
*Mr. Lighthizer and Mr. Mnuchin are expected to meet with Xi Jinping
nytimes.com/2019/02/15/bus…
scmp.com/economy/china-…
reuters.com/article/us-usa…
*U.S. president repeats he may extend tariff truce with China
*Trump says he may bring Democrats to the negotiating table
bloomberg.com/news/articles/…
*U.S. statement: bit.ly/2S7oM0e
*China statement: bit.ly/2V18ojI
*Link: bloom.bg/2Na1XIp
*Link: bloom.bg/2BE0h5o
*Given the Chinese track record, the U.S. would be naïve to remove recent barriers and #Trump would take a significant risk doing so.
reuters.com/article/uk-usa…
uk.reuters.com/article/uk-usa…
reuters.com/article/us-usa…
*Any trade deal between the U.S. and China will need enforcement mechanisms, an American business association official said.
cnbc.com/2019/02/19/us-…
reuters.com/article/us-usa…
wsj.com/articles/trump…
bloomberg.com/news/articles/…
*The U.S. is said to have asked China to keep its currency stable as part of a new trade deal.
*Link: bloom.bg/2SJuYR8
reuters.com/article/us-usa…
ft.com/content/a6d327…
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
*Trump suggested that he "would be inclined" to allow up to a month longer for negotiations.
edition.cnn.com/2019/02/22/pol…
eu.usatoday.com/story/news/pol…
cnbc.com/2019/02/22/reu…
*Link: reut.rs/2BOqcXY
reuters.com/article/us-usa…
politico.com/story/2019/02/…
bloomberg.com/news/articles/…
*Link (Chinese): bit.ly/2BOWtOF
cnbc.com/2019/02/22/tru…
*Link: bit.ly/2tz8vqZ
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
*Original link (Chinese): bit.ly/2SZ5vU3
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
nytimes.com/2019/02/25/us/…
*About 32% of companies say they have no plans to expand investment in #China or plan to expand less this year, survey says.
wsj.com/articles/u-s-f…
*CHINA TO PREPARE FOR POTENTIAL XI-TRUMP MEETING: LU
*Still ‘big gaps’ between the two sides on technology transfers and other structural issues
scmp.com/economy/china-…
*LIGHTHIZER: CONGRESS'S SUPPORT HAS BEEN KEY IN CHINA TALKS
*LIGHTHIZER: IT’S TOO EARLY TO PREDICT OUTCOME OF CHINA TALKS
*LIGHTHIZER SAYS ANY CHINA AGREEMENT MUST BE ENFORCEABLE
*LIGHTHIZER SAYS NO PLAN TO SUBMIT CHINA DEAL TO CONGRESS
wsj.com/articles/u-s-t…
*monthly meetings for lower-level officials
*quarterly meetings at the vice ministerial level
*semiannual meetings at the ministerial level.
asia.nikkei.com/Economy/Trade-…
*KUDLOW EXPECTS U.S.-CHINA MEETING IN MARCH IN MAR-A-LAGO
*TRUMP, LIGHTHIZER ARE VERY CLOSE, KUDLOW TELLS CNBC
cnbc.com/2019/02/28/mnu…
scmp.com/economy/china-…
*Mnuchin says sides are working on 150-page detailed agreement
*U.S. is considering a Trump-Xi summit as early as mid-March
bloomberg.com/news/articles/…
*Link: bloom.bg/2TqvfYT
bloomberg.com/news/articles/…
wsj.com/articles/chine…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
*#China could make less compromise than people expect, potentially resulting in more tensions later.
reuters.com/article/us-usa…
bloomberg.com/news/articles/…
*The emerging gap is starting to put in doubt plans for President Xi Jinping to meet with Mr. Trump in late March or early April to sign a deal ❗
nytimes.com/2019/03/07/bus…
scmp.com/economy/china-…
marketwatch.com/story/china-ha…
bloomberg.com/news/articles/…
uk.reuters.com/article/uk-chi…
*Link: bloom.bg/2SZoY2c
asia.nikkei.com/Business/Busin…
*Warning likely to cause alarm among German security circles amid persistent terror threat
wsj.com/articles/drop-…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
*LIGHTHIZER: PROGRESS W/ CHINA TALKS DOESN'T MEAN WILL GET DEAL
*LIGHTHIZER SAYS WE'RE MAKING HEADWAY IN CHINA TRADE TALKS
*LIGHTHIZER: AIMING FOR CHINA PLEDGE AGAINST COMPETITIVE FX MOVE
*LIGHTHIZER: U.S., CHINA HAVE TALKED A LOT ABOUT CURRENCY
bloomberg.com/news/articles/…
scmp.com/economy/china-…
bloomberg.com/news/articles/…
*President says he can walk away from talks if deal isn’t reached
wsj.com/articles/trump…
bloomberg.com/news/articles/…
cnbc.com/2019/03/14/chi…
uk.reuters.com/article/uk-usa…
scmp.com/news/china/dip…
foxbusiness.com/politics/white…
bloomberg.com/news/articles/…
*if tariffs remain in place, they would reduce U.S. GDP by at least $1 trillion within 10 years.
nytimes.com/2019/03/17/bus…
scmp.com/economy/china-…
*U.S., CHINA STILL DEBATING ON DATA SERVICES, PHARMA ISSUES
*USTR SAID TO SEEK DETAILS ON CHINA’S REVISED IP OFFER
*SOME U.S. OFFICIALS SAID TO SEE CHINA MOVES AS NORMAL IN TALKS
bloomberg.com/news/articles/…
*Lighthizer and Mnuchin will head to #Beijing the week of 25-Mar, then Chinese Vice Premier Liu will travel to Washington the following week.
wsj.com/articles/light…
scmp.com/economy/china-…
video.foxbusiness.com/v/601584911900…
wsj.com/articles/tarif…
cnbc.com/2019/03/21/tru…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
nytimes.com/2019/03/22/us/…
ft.com/content/ffd51e…
*Link: bloom.bg/2TuXodn
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
reuters.com/article/us-usa…
cnbc.com/2019/03/28/us-…
uk.reuters.com/article/us-chi…
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
*Under the proposal, foreign providers would be allowed to own data centers as part of a pilot in a free-trade zone
wsj.com/articles/china…
ft.com/content/bfcbbf…
*They are the first significant U.S. soy sales to #China since March 7.
reuters.com/article/us-chi…
*Data flows and other high-tech issues come to the fore as officials pursue agreement
wsj.com/articles/u-s-t…
bloomberg.com/news/articles/…
asia.nikkei.com/Economy/Trade-…
bloomberg.com/news/articles/…
scmp.com/news/china/dip…
reuters.com/article/us-usa…
scmp.com/economy/china-…
bloomberg.com/news/articles/…
reuters.com/article/us-chi…
bloomberg.com/news/articles/…
wsj.com/articles/trump…
Draft amendments for administrative licensing law, trademark law, construction law and electronic signature law were passed Wednesday at a State Council executive meeting.
xinhuanet.com/english/2019-0…
wsj.com/articles/u-s-c…
*A 25% tariff on all Chinese imports to U.S. would cut U.S. GDP by 0.3%–0.6% and global growth by 0.1%–0.2%
wsj.com/articles/few-w…
cnbc.com/2019/04/04/us-…
bloomberg.com/news/articles/…
asia.nikkei.com/Editor-s-Picks…
reuters.com/article/us-usa…
bloomberg.com/news/articles/…
scmp.com/economy/china-…
asia.nikkei.com/Business/Compa…
*Hong Kong-listed China Aircraft Leasing Group Holdings has 75 Boeing 737 MAX jets on firm order with an option for 25 more
scmp.com/business/compa…
reuters.com/article/us-usa…
scmp.com/economy/china-…
bloomberg.com/news/articles/…
cnbc.com/2019/04/10/tre…
*Deal could include penalties for China if it manipulates its currency to increase exports
wsj.com/articles/u-s-c…
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
-We moved from >$1.2T of additional purchases of goods (from 2019 to 2024) to commitments on commodity purchases until 2025 (bit.ly/2GnDKfR)
-China won't curb industrial subsidies (bit.ly/2Gn4GMJ)
scmp.com/news/china/dip…
asia.nikkei.com/Business/China…
*#Trump looking to sell deal as win for farmers - Bloomberg
*It would make it easier to meet a proposal to buy an additional $30 billion a year more of U.S. agricultural goods
bloomberg.com/news/articles/…
*The same move could be extended to energy products.
reuters.com/article/us-usa…
*New Delhi’s exports to #Beijing jumped 31% during April-March
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
*Negotiators aim for signing ceremony in late May or early June
wsj.com/articles/u-s-c…
bloomberg.com/news/articles/…
*Telecoms giant accused of being funded by Chinese state security
thetimes.co.uk/edition/news/c…
scmp.com/news/china/dip…
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
wsj.com/articles/china…
reuters.com/article/us-usa…
nytimes.com/2019/04/25/us/…
reuters.com/article/us-usa…
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nytimes.com/2019/04/28/us/…
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reuters.com/article/us-usa…
wsj.com/articles/tarif…
🇺🇸🇨🇳 #Trump drops cyber theft demands in bid for swift trade deal with #China - FT
*Link: ft.com/content/3cb5bf…
scmp.com/economy/global…
*PORTMAN: CHINA DEAL SHOULD HAVE TARIFF REIMPOSITION MECHANISM
*The two sides have reached general agreement on a plan for the U.S. to immediately remove a 10% tariff on a portion of the $200 billion worth of Chinese imports.
politico.com/story/2019/05/…
cnbc.com/2019/05/01/tru…
wsj.com/articles/u-s-c…
politico.com/story/2019/05/…
globaltimes.cn/content/114829…
*Overall smartphone shipments slide for 6th straight quarter
*Link: bloom.bg/2Y2tlfx
scmp.com/economy/china-…
piie.com/blogs/trade-in…
*He also plans additional tariffs (see tweets)
bloomberg.com/news/articles/…
cnbc.com/2019/05/05/tru…
*It also confirms that #Trump wants a deal soon to secure commodity purchases and boost GDP ahead of elections.
*#NothKorea tested weapons on Saturday
*Tensions gained traction in #Venezuela earlier this week
scmp.com/economy/global…
*Link: bit.ly/2V5Vtwo
bloomberg.com/news/articles/…
globaltimes.cn/content/114881…
scmp.com/news/china/dip…
scmp.com/news/china/dip…
*China is preparing retaliatory tariffs on U.S. imports should Trump carry out his threat, according to people familiar on the matter.
bloomberg.com/news/articles/…
asia.nikkei.com/Economy/Trade-…
uk.reuters.com/article/uk-usa…
reuters.com/article/us-usa…
*USTR link: bit.ly/2YhHUfA
bloomberg.com/news/articles/…
*The clarification from the Trump administration on Wednesday offers US and Chinese negotiators a window of two to four extra weeks to reach a deal ❗
ft.com/content/80e74e…
*Link: bit.ly/2HfsMrY
*Link: bloom.bg/2V5ZwZH
reuters.com/article/us-usa…
reuters.com/article/us-usa…
reuters.com/article/us-usa…
*Link: bloom.bg/2E2nxex
ft.com/content/dcb49c…
uk.reuters.com/article/uk-usa…
*President Donald Trump’s administration told China it has a month ❗ to seal a trade deal or face tariffs on all its exports to the U.S
bloomberg.com/news/articles/…
*Mr. Trump is determined to present himself as tougher on the Chinese than any of his potential challengers in 2020
nytimes.com/2019/05/10/us/…
*Link: bloom.bg/2vOFPeM
*Liu revealed the 🇺🇸 team is pushing for bigger 🇨🇳 purchases than had been agreed
*Xinhua: bit.ly/309jLcF
*Phoenix TV: bit.ly/2HjJcjh
bloomberg.com/news/articles/…
cnbc.com/2019/05/10/tre…
*Link: bloom.bg/2PZD8Am
*KUDLOW: ESTIMATES OF TARIFF IMPACT ON GDP, JOBS `EXAGGERATED'
------
*KUDLOW: COULD BE `COUPLE OF MONTHS' BEFORE NEW TARIFFS SET UP
➡ It's not exactly what Bloomberg reported:
cnbc.com/2019/05/12/reu…
*China "is increasingly preparing itself for the worst-case scenario psychologically and tactically".
*China "will never make concessions on issues of principle, nor trade its core interests".
globaltimes.cn/content/114961…
tv.cctv.com/2019/05/12/VID…
➡ It's coherent with the Global Times article:
*U.S. tariffs “cast a shadow on the trade talks and directly led to the fruitless outcome” of trade discussions, the paper said.
*Link (Chinese): bit.ly/2VwIMQD
*CHINA SAYS TO RAISE TARIFFS ON $60B OF U.S. GOODS
*CHINA SAYS TO RAISE TARIFFS ON SOME U.S. GOODS FROM JUNE 1
*The exemption will be valid within one year after the release of the exemption list, according to the Customs Tariff Commission of the State Council.
xinhuanet.com/english/2019-0…
*U.S. goods targeted by China are already subject to tariffs
*Link: bloom.bg/2VWDcX2
*USTR link: bit.ly/30gT6dX
reuters.com/article/us-usa…
scmp.com/news/china/art…
scmp.com/economy/global…
*One Republican who spoke with Trump recently said the president is now less concerned about market volatility than in the past, thanks to strong economic fundamentals in the U.S
politico.com/story/2019/05/…
axios.com/donald-trump-u…
reuters.com/article/us-usa…
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
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*Link: bloom.bg/2HiXYI9
bloomberg.com/news/articles/…
cnbc.com/2019/05/16/tra…
*Link: bloom.bg/2HALECf
*Link (Chinese): bit.ly/2VLtho5
*Link: bit.ly/2EaDSOi
*Link (data): ticdata.treasury.gov/Publish/mfh.txt
*It said the US bared all the responsibility for the “serious” setback in negotiations
*Link (Chinese): bit.ly/2JpcQqG
*Link: yhoo.it/2Ee3nP0
*Link (English): en.people.cn/n3/2019/0517/c…
*Xinhua link (Chinese): bit.ly/2JI40DI
*People's Daily link (Chinese): bit.ly/2VOBjMY
bloomberg.com/news/articles/…
1/ What killed US-#China #trade talks: A tale of two texts - SCMP (citing Susan Thornton)
*Link: bit.ly/2VEQAQn
"A key issue was the 🇺🇸 demand that the agreement bind 🇨🇳 to setting some of the changes in domestic law. For Mr. Xi, such a move could be seen at home as a sign of caving in"
nytimes.com/2019/05/16/wor…
*Voices within the Chinese Communist Party, growing louder day by day, were insisting that "an unequal treaty that codifies meddling in our domestic affairs into law is unacceptable"
asia.nikkei.com/Editor-s-Picks…
*Giving 3 red-lines including the removal of tariffs
*Taking an offensive approach in Chinese public media and social networks
*Adopting a stronger nationalist tone
scmp.com/economy/china-…
*People's Daily link (Chinese): bit.ly/2QbxgUw
reuters.com/article/us-usa…
*#China may cancel undelivered orders amid #trade spat: Huckabay
*Even if the dispute is resolved, the U.S. would not see a return to record export levels: Burke
bloomberg.com/news/articles/…
whatsonweibo.com/surprise-attac…
bloomberg.com/news/articles/…
scmp.com/news/china/dip…
bloomberg.com/news/articles/…
*This privately-produced song has more than 100,000 views on WeChat
bloomberg.com/news/articles/…
*Link (Chinese): bit.ly/2EituE7
asia.nikkei.com/Economy/Trade-…
cnn.com/2019/05/20/pol…
*Link: bloom.bg/2WXsCvZ
wsj.com/articles/u-s-s…
scmp.com/economy/china-…
bloomberg.com/news/articles/…
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nytimes.com/2019/05/21/us/…
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
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bloomberg.com/news/articles/…
scmp.com/business/artic…
theepochtimes.com/as-trade-war-p…
cnbc.com/2019/05/22/hua…
scmp.com/news/china/dip…
reuters.com/article/us-hua…
reuters.com/article/us-hua…
cnbc.com/2019/05/23/hua…
*"One analyst described the move, if it became long-term, as an “insurmountable” blow to Huawei’s business"❗
bbc.com/news/technolog…
scmp.com/economy/china-…
*Link (Chinese): bit.ly/2ErbRC9
*Link: bit.ly/2Qeycrx
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
scmp.com/economy/china-…
bloomberg.com/news/articles/…
politico.com/story/2019/05/…
wapo.st/2YHQyUP
wsj.com/articles/trump…
*Link (Korean): news.donga.com/Main/3/all/201…
*Link (Korean): ytn.co.kr/_ln/0101_20190…
*China recently canceled import order for up to 1,000 tonnes of U.S. pork.
xinhuanet.com/english/2019-0…
*Some tariffs have been passed on to US consumers like washing machines, while others have been absorbed by importing firms through ⬇ profit margins.
*Link: bit.ly/30Jp2I6
*Link: bloom.bg/2Qko5kS
asia.nikkei.com/Spotlight/Huaw…
scmp.com/news/china/art…
wsj.com/articles/huawe…
scmp.com/business/commo…
bloomberg.com/news/articles/…
ft.com/content/d8f512…
*Link: bloom.bg/2McL6YG
*Xinhua link (Chinese): xinhuanet.com/world/2019-05/…
cnbc.com/2019/05/27/chi…
1/ CBIRC chairman Guo Shuqing told Financial News that U.S. tariffs hike will have a limited impact on #China, and are completely controllable.
*Link (Chinese): financialnews.com.cn/jg/ld/201905/t…
xinhuanet.com/english/2019-0…
asia.nikkei.com/Economy/Trade-…
reuters.com/article/us-hua…
bloomberg.com/news/articles/…
nytimes.com/2019/05/28/bus…
*Five days before hopes of a deal receded dramatically, a private chat between China’s Liu He and the US’ Robert Lighthizer and Steven Mnuchin changed the mood
*Link: bit.ly/2YLjmMa
*Chinese media (including People's Daily) use pointed phrasing to make rare earths threat.
*Bloomberg link: : bloom.bg/2wqe8sS
*Global Times (April 2018): bit.ly/2WpukcI
*The United States should not underestimate China’s ability to fight the trade war, People’s Daily, says in a commentary on Wednesday.
*Link (Chinese): paper.people.com.cn/rmrb/html/2019…
*Link (Chinese): yicai.com/news/100204501…
*Global Times: bit.ly/2JJCWVv
*Xinhua: bit.ly/2WuymQW
* Shanghai Securities News (Chinese): bit.ly/2HI1sEf
bloomberg.com/news/articles/…
reuters.com/article/us-chi…
*Link: bloom.bg/2WbTI6g
*Monmouth University poll: bit.ly/30QY2qm
*Link: reut.rs/2wrakI1
*Statement: bit.ly/2KbUoS5
reuters.com/article/us-usa…
*Link (Chinese): bit.ly/2WbqLaK
scmp.com/economy/china-…
xinhuanet.com/english/2019-0…
bloomberg.com/news/articles/…
cnbc.com/2019/05/30/vic…
scmp.com/news/china/dip…
reuters.com/article/us-usa…
bloomberg.com/news/articles/…
chinadaily.com.cn/a/201905/31/WS…
*The Harvard CAPS/Harris Poll online survey of 1,295 registered voters was conducted from May 29 to May 30.
thehill.com/homenews/admin…
reuters.com/article/us-usa…
*Link (Chinese): bit.ly/2QCAHE5
bloomberg.com/news/articles/…
*WANG: U.S. INSISTED SOME TARIFFS REMAIN IN PLACE AFTER A DEAL - BBG
*Wang said only that #China will send representatives to those coming meetings in #Japan.
cnbc.com/2019/06/02/chi…
*Link (Chinese): bit.ly/2Mk0EJZ
uk.reuters.com/article/uk-chi…
*Link (Chinese) paper.people.com.cn/rmrbhwb/html/2…
*Link (Chinese): bit.ly/2WdhIB8
- New Orders Index: 52.7 v 51.7 prior
- Employment: 53.7 v 52.4 prior
- Production: 51.3 v 52.3 prior
*Link: instituteforsupplymanagement.org/ISMReport/MfgR…
*ISM: RESPONDENTS CITE CONCERN ON U.S.-CHINA TRADE ESCALATION - BBG
*USTR link: bit.ly/2HRWepI
wsj.com/articles/u-s-a…
- Ministry of Culture and Tourism cites “frequent” shootings, robbery and theft in the U.S. recently for the alert.
*Link (Chinese): bit.ly/2WmMA77
reuters.com/article/us-chi…
reuters.com/article/us-usa…
reuters.com/article/us-usa…
scmp.com/news/china/dip…
bloomberg.com/news/articles/…
*Link: bit.ly/2Za2H55
wsj.com/articles/trump…
cnbc.com/2019/06/09/mnu…
ft.com/content/47562f…
reuters.com/article/us-usa…
uk.reuters.com/article/us-usa…
wsj.com/articles/china…
"I do not see the president’s meeting as a deal closer" as much as a way to get things "hard wired again”
pscp.tv/w/1yNGavPeyMgJ…
reuters.com/article/us-usa…
bloomberg.com/news/articles/…
scmp.com/news/china/dip…
reuters.com/article/us-usa…
tariffshurt.com/news/661-u-s-c…
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
*Official Notice (WTO link): bit.ly/2Zl1EiS
*The president delayed the speech to avoid upsetting Beijing ahead of a potential meeting with Chinese President Xi.
bloomberg.com/news/articles/…
wsj.com/articles/wilbu…
reuters.com/article/us-hua…
bloomberg.com/news/articles/…
asia.nikkei.com/Economy/Trade-…
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bloomberg.com/news/articles/…
asia.nikkei.com/Economy/Trade-…
reuters.com/article/us-usa…
*Link (Chinese): bit.ly/2KulIvT
reuters.com/article/us-chi…
bloomberg.com/news/articles/…
wsj.com/articles/u-s-c…
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
reuters.com/article/us-g20…
*Link: bit.ly/2Lhe4Ez
globaltimes.cn/content/115556…
*Recovery hard to see as #China consumption slows on impact of #trade tensions with U.S.
nikkei.com/article/DGXMZO…
*China cannot secure long-lasting peace by showing weakness when faced with a hegemon.
*Link (Chinese): opinion.people.com.cn/n1/2019/0625/c…
reuters.com/article/us-usa…
bloomberg.com/news/articles/…
nytimes.com/2019/06/25/tec…
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reuters.com/article/us-g20…
bloomberg.com/news/articles/…
1/ #Beijing is insisting that the U.S. removes its ban on Huawei
2/ China wants the U.S. to lift all punitive tariffs
wsj.com/articles/china…
cnbc.com/2019/06/27/chi…
reuters.com/article/usa-tr…
reuters.com/article/us-usa…
reuters.com/article/us-usa…
bloomberg.com/news/articles/…
*On Saturday, Senate Democratic Leader Charles Schumer (N.Y.) also pushed back on #Trump's reported move.
*Link: bit.ly/2FHGpjU
*My #G20 debrief:
*KUDLOW SAYS TRADE NEGOTIATIONS W. CHINA WILL TAKE SOME TIME
*KUDLOW: FAIR TO SAY CHINA DEAL 90% DONE BUT FINAL 10% TOUGHEST
*KUDLOW: NO PROMISES, NO DEAL MADE, NO TIMETABLE WITH #CHINA
*KUDLOW: TRUMP NOT GRANTING `GENERAL AMNESTY' FOR HUAWEI
globaltimes.cn/content/115628…
cnbc.com/2019/07/02/tru…
reuters.com/article/us-chi…
*HP, DELL TO MOVE UP TO 30% NOTEBOOK OUTPUT OUT OF CHINA: NIKKEI
asia.nikkei.com/Economy/Trade-…
bloomberg.com/news/articles/…
reuters.com/article/us-usa…
reuters.com/article/us-usa…
*Link: bloom.bg/2NyNCsQ
scmp.com/news/china/dip…
bloomberg.com/news/articles/…
*MOFCOM statement (Chinese): bit.ly/2Ghxc2b
reuters.com/article/us-usa…
reuters.com/article/us-usa…
reuters.com/article/us-usa…
scmp.com/economy/china-…
bloomberg.com/news/articles/…
washingtonpost.com/business/econo…
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cnbc.com/2019/07/11/tru…
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asia.nikkei.com/Economy/Trade-…
politico.com/story/2019/07/…
reuters.com/article/us-hua…
reuters.com/article/us-chi…
*Link: wapo.st/2JIWZ43
scmp.com/news/china/dip…
nytimes.com/2019/07/15/bus…
bloomberg.com/news/articles/…
scmp.com/news/world/uni…
*Link: bloom.bg/2JKqQt0
scmp.com/news/china/dip…
asia.nikkei.com/Economy/Trade-…
*There are indications that events are already underway, such as the traffic restrictions that took effect Saturday and last until Aug. 18.
bloomberg.com/news/articles/…
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scmp.com/news/china/dip…
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