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Christophe Barraud🛢
@C_Barraud
, 736 tweets, 443 min read Read on Twitter
🇨🇦 🇺🇸 🇨🇳 🇮🇷 #Canada arrests #Huawei’s global chief financial officer in Vancouver – The Globe and Mail
theglobeandmail.com/canada/article…
A gauge of #technology shares on the MSCI #Asia Pacific Index slid as much as 3 percent before paring some losses - Bloomberg
🇺🇸 #SPX ⬇ as much as 1.9% from Tuesday’s close, before paring some losses. Selling pressure early in the session was so intense that it forced CME Group to intermittently pause trading, according to a spokesperson for the exchange - Bloomberg
*Link: bloom.bg/2BTw5DN
🇨🇦 🇺🇸 🇨🇳 🇮🇷 According to Bloomberg, Wanzhou Meng was arrested on Dec. 1 (the same day Donald #Trump and Xi Jinping dined in Buenos Aires). So the key question is: Was Xi Jinping aware before dinner?
*Link: bloom.bg/2PlmgSM
🇨🇳 🇺🇸 *GAO: WILL ALSO WORK ON IPR, MARKET ACCESS, TRADE BALANCE - BBG
*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
🇨🇳 🇺🇸 This mng, #China commerce ministry mainly focused on trade, IPR and declined to answer on #Huawei (showing where is the priority ❗):

*GAO: CHINA AND U.S. HAVE REACHED HIGH-LEVEL OF CONSENSUS
*GAO: CHINA WILL START FROM AGRICULTURE, AUTOS AND ENERGY
🇺🇸🇨🇳 Reuters reported (citing a White House official) that Donald #Trump was not informed about the US request for Meng’s extradition before the dinner meeting with Xi Jinping.
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Huawei | Republican senator Marco Rubio brushed away speculation that Meng’s arrest would be a bargaining chip in negotiations between the US and #China.

🇺🇸 🇨🇳 #Huawei to be ‘major’ topic in US-#China trade talks, White House adviser John Bolton says - SCMP
*Link: bit.ly/2B1z5N0
🇺🇸 🇨🇳 #IMF Managing Director Christine Lagarde urged investors against reacting to every twist and turn of the trade war, saying that a lasting U.S.-#China deal will take a “long time.” - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 *KUDLOW: #HUAWEI DOESN'T HAVE TO SPILL INTO TRADE TALKS W/#CHINA - BBG
*KUDLOW SAYS HUAWEI IS `SEPARATE TRACK' FROM TRADE TALKS
🇺🇸 🇨🇳 *KUDLOW SAYS CHINESE CAR TARIFFS WILL COME DOWN RAPIDLY - BBG
*KUDLOW SAYS TRUMP MAY GIVE #CHINA MORE THAN 90 DAYS
🇨🇳 🇺🇸 #China’s Trade Surplus With U.S. Hits Record Even as Growth Slows - Bloomberg
*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
🇺🇸 🇨🇳 Details Emerge in U.S.’s Trade Truce With #China - WSJ
#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…
🇺🇸 🇨🇳 Larry Kudlow says #Trump did not have prior knowledge about the arrest of #Huawei CFO Meng Wanzhou, which took place the same evening Trump was negotiating a trade war truce with #China's Xi Jinping at the #G20 - Axios
axios.com/trump-huawei-c…
🇺🇸 🇨🇳 U.S. Readies Charges Against Chinese Hackers - WSJ
wsj.com/articles/u-s-r…
🇨🇳 🇺🇸 #China summons US envoy to protest detention of #Huawei exec - AP
apnews.com/2ff443d73b044f…
🇨🇳 🇺🇸 #CHINA IS SAID TO PLAN FIRST BATCH OF U.S. #SOYBEAN PURCHASES - BBG
🇨🇳 🇺🇸 #China to Announce Resumption in U.S. #Soybean Purchases Soon - Bloomberg
*Volume could be 5m or 8m tons for state reserves: officials
*Link: bloom.bg/2rvojtU
🇺🇸 🇨🇳 *U.S. TO ISSUE ANTIDUMPING ORDER ON CHINESE #ALUMINUM ALLOY SHEET - BBG
🇺🇸 🇨🇳 U.S., #China Kick Off a New Round of Trade Talks - WSJ
*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…
🇨🇳 🇺🇸 #China Is Said to Move on U.S. Car Tariff Cut Trump Tweeted About - Bloomberg
*The step hasn’t been finalized and could still change.

🇺🇸 🇨🇳 *U.S. CONSIDERS #CHINA TRAVEL WARNING AFTER EX-DIPLOMAT HELD - FT
ft.com/content/9c1583…
🇺🇸 🇨🇳 *U.S., #China Kick Off a New Round of Trade Talks - WSJ
wsj.com/articles/u-s-c…
🇺🇸 🇨🇳 #Trump Says He Would Meet Xi Again, Hails #China #Soybean Purchases - Bloomberg
*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/…
🇺🇸 🇨🇳 U.S. to escalate economic war with #China with indictments over hacking and spying on U.S. trade secrets - Washington Post
wapo.st/2PymcPI
🇺🇸 🇨🇳 #Marriott Data Breach Is Traced to Chinese Hackers as U.S. Readies Crackdown on #Beijing - NYT
nytimes.com/2018/12/11/us/…
🇺🇸 🇨🇳 Exclusive: #Trump says he could intervene in U.S. case against #Huawei CFO - Reuters
uk.reuters.com/article/us-usa…
🇨🇳 Charts of the Year: #China’s chip vulnerability - FT
*Link: on.ft.com/2rw6xqn
🇻🇳🇨🇳 #Vietnam Is Poised to Win From the U.S.-#China #TradeWar - Bloomberg
#Manufacturing wages are among the lowest in the region.
*Link: bloom.bg/2zOlJnp
*Link2: bit.ly/2C67wDD
🇺🇸 🇨🇳 #Apple Inc.’s suppliers will consider shifting iPhone production away from #China should tariffs on U.S. imports skyrocket, but the U.S. company plans to sit tight for now, people familiar with the company’s thinking said - Bloomberg
🇨🇳 🇺🇸 #China Is Preparing to Increase Access for Foreign Companies - WSJ
wsj.com/articles/china…
🇨🇳 🇺🇸 #China hi-tech researchers ‘told not to travel to US unless it’s essential’ - SCMP
scmp.com/news/china/dip…
🇨🇳 🇺🇸 #China commerce ministry would welcome U.S. trade delegation visit - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #CHINA LIFTS RETALIATORY TARIFF ON U.S. CARS FROM JAN. 1 - BBG
*CHINA TO LIFT RETALIATORY TARIFF ON U.S. CARS FOR 3 MONTHS
*CHINA HAD IMPOSED 25% RETALIATORY TARIFF ON U.S. CARS
🇻🇳 🇧🇩 As already mentioned (bit.ly/2SR9EoG; bit.ly/2C67wDD), #Vietnam seems to be a winner in the US/#China #tradewar.

Trade war buoys apparel industry in #Bangladesh and #Vietnam - Nikkei
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 #China and U.S. Talk on #Trade Ahead of January Negotiations - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 Xi’s Defiant End to 2018 Signals More U.S.-#China Tension Ahead
"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/…
🇨🇳 🇺🇸 U.S. AND #CHINA CLASH AGAIN AT #WTO MEETING, ACCUSE EACH OTHER OF UNDERMINING MULTILATERAL TRADING SYSTEM - SPEECHES SEEN BY REUTERS
🇺🇸 🇨🇳 U.S. TRADE AMBASSADOR SAYS #CHINA SEEKING TO "OUTRIGHT STEAL" TECHNOLOGY IN STRATEGIC INDUSTRIES AND DUMP ITS PRODUCTS ON U.S. MARKETS, SAYS "THIS IS NOT ACCEPTABLE" - RTRS
🇨🇳 🇺🇸 #China says more trade talks with U.S. planned for January - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 U.S. Charges #China Intelligence Officers Over #Hacking Companies and Agencies - WSJ
*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…
🇺🇸 🇨🇳 Hacking Case Adds to Trump's #China Campaign and #Trade Deal Risks - Bloomberg
*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/…
🇨🇳 🇺🇸 #China denies 'slanderous' economic espionage charges from U.S., allies - Reuters
reuters.com/article/us-chi…
🇺🇸 🇨🇳 #China #China is trying to steal our future: Navarro - Nikkei
*Hard-line White House adviser says trade agreement in 90 days will be difficult
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 #China said it held vice-minister level talks with the US over the phone on Dec. 21 - Statement
*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
🇨🇳 🇺🇸 In this context, Xinhua reported (citing Justice Minister Fu Zhenghua) that a draft law aiming at protecting foreign investment has been submitted for review at a #China legislators’ meeting on Sunday.
*Link: bit.ly/2Rh6XPV
🇨🇳 🇺🇸 A separate People’s Daily article noted that #Beijing is drafting a law to strengthen intellectual property rights and won’t use administrative measures to force Cos to transfer their #technology (key US trade demands).
*Link: bit.ly/2ELk9GY
🇨🇳 🇺🇸 The same theme is discussed this morning in the SCMP:

#China drafts law protecting foreign intellectual property and prohibiting forced #technology transfer
scmp.com/economy/china-…
🇰🇷 🇨🇳 🇻🇳 Samsung is considering cutting production in #Tianjin amid slower television sales and ⬆ labor costs in #China - Maeil Business
*May instead expand production in #Vietnam and other regions.
pulsenews.co.kr/view.php?sc=30…
🇨🇳 🇻🇳 As already mentioned (bit.ly/2SjOShv), #Vietnam seems to be a winner in the current environment (US/China #tradewar).

🇨🇳 🇺🇸 #China factory jobs dry up as #trade tensions hit #manufacturing - FT
ft.com/content/dc8c67…
🇺🇸 🇨🇳 U.S.-#China Trade Talks to Take Place in Beijing in Early Jan. - Bloomberg
*Meeting will be first after Trump and Xi agreed to a truce
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #CHINA COMMERCE MINISTRY SPOKESMAN GAO SPEAKS IN BEIJING - BBG
*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
🇨🇳 🇺🇸 #China Heads Into Trade Talks Bracing for More U.S. Demands - Bloomberg
*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 FURTHER LOWER MKT BARRIERS TO FOREIGN INVESTORS - BBG
*GAO: CHINA TO CUT CAPS ON FOREIGN STAKES IN EDUCATION, HEALTH
🇨🇳 🇺🇸 #Huawei to top #Apple's 2018 phone sales as trade war heat builds - Nikkei
asia.nikkei.com/Business/Compa…
🇨🇳 🇺🇸 White House mulls new year executive order to bar #Huawei, #ZTE purchases - Reuters
uk.reuters.com/article/uk-usa…
🇺🇸 🇨🇳 The office of the USTR approved 984 requests for exclusions from tariffs imposed on #China, covering $34B of Chinese goods, and retroactive to when the tariffs (25%) went into effect 6-Jul - Bloomberg
news.bloomberglaw.com/international-…
🇻🇳 As already mentioned (bit.ly/2Q8wHJw), #Vietnam seems to be a winner in the current environment (US/China #tradewar).

*GDP grew 7.3% in the three months through December from a year earlier.
*Link: bloom.bg/2TdzumG
🇨🇳 🇺🇸 #CHINA HOPES U.S. TO VIEW ITS PROGRESS POSITIVELY: CHINESE FM - BBG
*CHINA HOPES TO SETTLE U.S. TRADE DISPUTES THROUGH DIALOGUE: FM
🇺🇸 🇨🇳 #Trump Expresses Optimism for #China Deal With Ties at Crossroads - Bloomberg
*President hails ‘big progress’ after call with Xi Jinping
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. and #China Fleshing Out #Trade Deal - WSJ
*#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…
🇺🇸 🇨🇳 As #China Talks Begin, Trump’s Trade Negotiator Tries to Keep President From Wavering - NYT
nytimes.com/2019/01/01/us/…
🇺🇸 🇨🇳 US Trade Rep. Lighthizer thinks more tariffs could be needed to get meaningful #China concessions - CNBC
cnbc.com/2019/01/02/us-…
🇨🇳 🇺🇸 #China, U.S. Vice Ministers to Hold Trade Talks Starting Monday - Bloomberg
*#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: TRUMP HAS BEEN OPTIMISTIC ON U.S.-CHINA TRADE TALKS - BBG
*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
🇺🇸 The Impact of Import Tariffs on U.S. Domestic Prices - NY #Fed
*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
🇺🇸 🇨🇳 Bipartisan bill unveiled in U.S. #Senate to fight #China #tech threats - Reuters
reuters.com/article/usa-co…
🇺🇸 🇨🇳 #Tradewar | Donald #Trump set to hold talks with #China’s Vice-President Wang Qishan in #Davos - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 Seven Key Issues to Determine Success of U.S.-#China #Trade Talks - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 The U.S. and #China are unlikely to reach a full deal at the end of their 90-day ceasefire on tit-for-tat tariffs, but a sustained decline in markets will push President Donald #Trump to close a deal, an expert told CNBC on Monday.
cnbc.com/2019/01/07/us-…
🇨🇳 🇺🇸 #Trade Tensions Take a Toll on #China’s Economy - WSJ
*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…
🇺🇸 🇨🇳 *LU SAYS UNAWARE OF ANY MEETING PLANS BETWEEN #TRUMP, WANG - BBG
🇨🇳 🇺🇸 Xi’s Top #Trade Official Unexpectedly Attended #China-U.S. Talks - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 *ROSS: #CHINA TALKS LIKELY TO ADDRESS `IMMEDIATE TRADE' FIRST - BBG
*ROSS: MOST DIFFICULT ISSUE IN CHINA TRADE TALKS IS ENFORCEMENT
🇺🇸 🇨🇳 U.S. Pushes #China to Follow Through on #Trade Promises - WSJ
*As trade talks begin in Beijing, U.S. negotiators demand Chinese commit to purchases and renounce regulatory switchbacks.
wsj.com/articles/u-s-p…
🇨🇳 🇺🇸 #China Increases U.S. Patent Holdings While IBM Keeps Top Spot - Bloomberg
*Chinese inventors received 12% more U.S. patents in 2018
*Link: bloom.bg/2FesUJI
🇨🇳 🇺🇸 US-#China negotiators reportedly narrow differences on trade - CNBC
cnbc.com/2019/01/08/us-…
🇨🇳 🇺🇸 #CHINA'S LU: TRADE TALKS EXTENSION SHOWS BOTH SIDES SERIOUS - BBG
🇨🇳 🇺🇸 Source: Top Chinese trade negotiator to visit Washington later this month - CNN
edition.cnn.com/2019/01/07/pol…
🇺🇸 🇨🇳 President Donald #Trump is increasingly eager to strike a deal with #China soon in an effort to perk up financial markets that have slumped on concerns over the trade war, according to people familiar with internal WH deliberations - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China is expected to address U.S. demand for structural reform and preventing forced #tech transfers in the ongoing bilateral trade talk this week, although it is unlikely to commit to specific quantities of imports, a trade advisor for the Ministry of Commerce told MNI.
🇨🇳🇺🇸 "This round talks can be characterized as low-level, being vice-minister-rank, and tentative," said Lu Jinyong, vice president of #China Association for International Economic Cooperation managed by the Ministry of Commerce - MNI
*Link: bit.ly/2SKnOIe
🇺🇸 🇨🇳 *USTR RELEASES STATEMENT FOLLOWING TRADE TALKS IN BEIJING - BBG
*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
🇺🇸 🇨🇳 U.S. and #China Make Progress on #Trade, But Major Hurdles Remain - WSJ
wsj.com/articles/u-s-a…
🇨🇳 🇺🇸 #China and U.S. proactively implemented consensus reached by both country’s leaders and conducted ”broad, deep, detailed" exchanges on trade issues and structural matters - Statement
*Link: bit.ly/2H78c0e
🇨🇳 🇺🇸 *MOFCOM'S GAO: #CHINA AND U.S. ARE SERIOUS, CANDID IN TRADE TALKS - BBG
*GAO: CHINA, U.S. MADE PROGRESS ON STRUCTURAL ISSUES IN TALKS
🇨🇳 🇺🇸 #China's Liu Expected to Visit U.S. Soon for #Trade Talks, Mnuchin Says - Bloomberg
bloomberg.com/news/articles/…
🇨🇳🇺🇸 #China Vice Premier Liu He currently is scheduled to visit Washington D.C. for trade talks Jan. 30 and Jan. 31 according to @Lingling_Wei.

🇨🇳 #CHINA PLANS MORE FINANCIAL OPENING MEASURES IN 2019, CBIRC SAYS - BBG
🇨🇳 #China’s 2019 To-Do List Includes Tackling U.S. Trade Spat: Zhong - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. Probes Boeing Satellite Deal Backed By #China - WSJ
wsj.com/articles/u-s-p…
🇺🇸 🇨🇳 Washington’s #China hawks fear #Trump will yield in #tradewar - FT
ft.com/content/e310ae…
🇨🇳 #China Doubles Foreign Investment Limit, Further Opening Markets - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 #CHINA IS SAID TO EXTEND FOREIGN BOND QUOTA FOR 28 MORE FIRMS - BBG
🇺🇸 🇨🇳 USTR LIGHTHIZER SAW LITTLE PROGRESS IN LAST WEEK'S TALKS WITH #CHINA ON STRUCTURAL ISSUES, IP PROTECTIONS, U.S. SENATOR CHUCK GRASSLEY SAYS - RTRS
🇨🇳 🇺🇸 #China’s Vice-Premier Liu He accepts invitation to Washington this month for #tradewar talks - Politico
politico.com/story/2019/01/…
🇨🇳 🇺🇸 #CHINA CONFIRMS VICE PREMIER LIU TO ATTEND TRADE TALKS IN U.S. - BBG
🇨🇳 🇺🇸 #CHINA FOREIGN MINISTRY SPOKESWOMAN HUA SPEAKS IN BEIJING - BBG
*CHINA SAYS 'CONCERNED' ABOUT #HUAWEI REINVESTIGATION
*CHINA HOPES U.S. CREATES FAIR ENVIRONMENT FOR ITS FIRMS
🇨🇳 🇺🇸 #Huawei Targeted in U.S. Criminal Probe for Alleged Theft of Trade Secrets - WSJ
wsj.com/articles/feder…
🇺🇸 🇨🇳 U.S. lawmakers introduce bipartisan bills targeting #China's #Huawei and #ZTE - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China lawmakers are accelerating work on a long-sought foreign-investment law, as Beijing seeks a hurried concession to the U.S - WSJ
wsj.com/articles/china…
🇨🇳 #China Pledges to Further Open Bond Market to Foreign Investors - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. Debates Lifting #China Tariffs to Hasten Trade Deal, Calm Markets - WSJ
wsj.com/articles/u-s-w…
🇺🇸 🇨🇳 Mnuchin Seeks #China Tariff Relief, WSJ Says; Treasury Denies It - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 The U.S. and #China Are Hatching a Plan to Reopen Chicken Trade - WSJ
wsj.com/articles/u-s-c…
🇨🇳 🇺🇸 #CHINA IS SAID TO OFFER PATH TO ELIMINATE U.S. TRADE IMBALANCE - BBG
*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
🇺🇸 🇨🇳 U.S. Said to Prepare Trump Order to Restrict Chinese #Telecoms - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 President #Trump in comments Saturday said stock-rallying reports this week that trade talks with #China would include the lifting of tariffs against the world's second-largest economy weren't true - MarketWatch
marketwatch.com/story/trump-sa…
🇺🇸 🇨🇳 The U.S. is pushing for regular reviews of #China’s progress on pledged #trade reforms as a condition for a trade deal - and could again resort to tariffs if it deems #Beijing has violated the agreement - Reuters
uk.reuters.com/article/uk-usa…
🇺🇸 🇨🇳 U.S.-#China Trade Talks Falling Short on Make-Or-Break IP Issues - Bloomberg
*Link: bloom.bg/2Ho7zzy
🇨🇳 🇺🇸 #China is considering buying as much as 7 million tons of U.S. wheat depending on the progress of trade talks between the two countries, according to people with knowledge of the matter - Bloomberg
🇺🇸 🇨🇳 US turns down #China offer of preparatory trade talks - FT
ft.com/content/466cc9…
🇺🇸 🇨🇳 US cancels trade planning meeting with #China, source says - CNBC
cnbc.com/2019/01/22/us-…
🇺🇸 🇨🇳 White House's Kudlow says 'no cancellation' of US-China trade meeting - CNN
edition.cnn.com/2019/01/22/pol…
🇺🇸 🇨🇳 Kudlow Says #China Deal Hinges on Enforcement, Structural Issues - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Pompeo voices optimism for good outcome on U.S.-#China trade - Reuters
reuters.com/article/us-dav…
🇨🇳 🇺🇸 #CHINA'S HUA: CHINA-U.S. SIDES MAINTAIN COMMUNICATION ON #TRADE - BBG
🇺🇸 🇨🇳 #Trump won't soften hardline on #China to make #trade deal: advisers - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Trump's outside #China advisor says there will not be a breakthrough in #trade talks soon - CNBC
cnbc.com/2019/01/23/tru…
🇨🇳 #China's #Huawei books record sales in its #smartphone business - Reuters
uk.reuters.com/article/us-hua…
🇨🇳 🇺🇸 *GAO: REPORT ABOUT CANCELLED U.S.-#CHINA MID-LEVEL TALKS UNTRUE - BBG
*GAO: CHINA-U.S. IN CLOSE CONTACT TO PREPARE FOR LIU HE TRIP
🇺🇸 🇨🇳 Commerce Secretary Wilbur Ross: The US is still 'miles and miles' from a #trade deal with #China - CNBC
cnbc.com/2019/01/24/com…
🇨🇳 #China Vice Commerce Minister Wang Shouwen and Vice Finance Minister Liao Min will arrive in the U.S. on Jan 28❗, according to people briefed on the matter - Bloomberg
*#PBoC governor Yi Gang will join the talks.
*It wasn’t immediately clear which other officials will attend.
🇨🇳 🇺🇸 #China to Grant More Licenses to Wall Street in Six Months - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Here Are Three Scenarios for U.S.-#China #Trade Talks This Week - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Key Issues, implications of U.S.-#China #trade talks - Reuters
uk.reuters.com/article/us-usa…
🇺🇸 🇨🇳 #PBOC ALLOWS S&P GLOBAL INC. TO ENTER #CHINA CREDIT RATING MARKET - BBG
🇨🇳 🇺🇸 #Beijing’s delegation will fight U.S. demands for deep structural changes in the Chinese economy that include eliminating subsidies to certain industries as well as regulatory help and other aid to #China Cos - WSJ
wsj.com/articles/big-d…
🇺🇸 🇨🇳 #Trump to Wade Into #China #Trade Talks as U.S. Targets #Huawei - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 #China’s top lawmaking body has fast-tracked approval of a foreign investment bill that will be reviewed by the National People’s Congress Standing Committee during a special session (Jan. 29-30).
*Link: bit.ly/2CQAaIc
🇺🇸 🇨🇳 #TRUMP MODERATELY OPTIMISTIC ABOUT #CHINA DEAL, KUDLOW SAYS - BBG
🇨🇳 🇺🇸 #China to kick off trade talks with timeline for structural reforms - Nikkei
asia.nikkei.com/Economy/Trade-…
🇺🇸🇨🇳 #Trump wants a #China deal but negotiators face mounting troubles - Politico
politico.com/story/2019/01/…
🇺🇸 🇨🇳 Apple CEO Tim Cook on US-#China #trade negotiations: 'There is a bit more optimism in the air' - CNBC
cnbc.com/2019/01/29/app…
🇺🇸 🇨🇳 Treasury Secretary Mnuchin: Expecting 'significant progress' on #China #trade talks this week - CNBC
cnbc.com/2019/01/29/tre…
🇨🇳 🇺🇸 #China is rushing through overseas investment reform at unprecedented speed ‘under pressure from US’ - SCMP
beta.scmp.com/economy/china-…
🇺🇸 🇨🇳 U.S., #China Hold First Day of #Trade Talks With Wide Differences Remaining - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #China and US face two more rounds of talks if they want to end #tradewar before March 1 deadline - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 #Trump Gives Upbeat Assessment of Trade Talks With #China - WSJ
wsj.com/articles/china…
🇺🇸 🇨🇳 #Trump Says #China #Soybean Purchase Is a ‘Fantastic Sign of Faith’ - Bloomberg
*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/…
🇨🇳 🇺🇸 #China Vows to Buy More U.S. Goods, Sees Progress in #Trade Talks - Bloomberg
*Link: bloom.bg/2Rvr9cK
🇨🇳 🇺🇸 #China-U.S. trade talks make important progress for current stage, the official Xinhua News Agency reports, citing a statement from the Chinese delegation.
*The discussions were "candid, specific and fruitful".
*Link: bit.ly/2WxAqVz
🇨🇳 🇺🇸 #China says #Washington trade talks were ‘frank’ and made ‘important progress’ - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 The WH didn’t list any new commitments by either side, saying only that progress had been made and “much work remains to be done.”
*The White House reiterated its threat to raise tariffs by March 1, unless a “satisfactory outcome” is reached.
*Link: bit.ly/2Gc2DLY
🇺🇸 🇨🇳 *KUDLOW SAYS MEETINGS WITH #CHINA THIS WEEK HAD `GOOD VIBE' - BBG
🇺🇸 🇨🇳 🇻🇳 #Tradewar | Xi Jinping and Donald Trump ‘may meet in Da Nang, Vietnam’ at the end of February - SCMP
*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…
🇺🇸 🇨🇳 Citing several former U.S. officials who have previously dealt with #Beijing, Bloomberg reports that tariffs on Chinese goods might be needed even after a #trade deal is reached, so that #China sticks to its commitments.
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 US and #China will reach #trade deal soon, #Trump tells Foxconn's Gou - Nikkei
asia.nikkei.com/Economy/Trade-…
🇺🇸 🇨🇳 #Trump Optimistic on #Trade Deal With #China, but May Keep Tariffs Anyway - NYT
nytimes.com/2019/01/31/bus…
🇺🇸 🇨🇳 As suggested by Bloomberg and NYT, even if a #trade deal with #China is reached, it's very likely that most of tariffs (previously implemented) remain in place to force Chinese officials to stock to their commitments.
🇺🇸 🇨🇳 In addition more and more analysis (bit.ly/2Db1lxu, bit.ly/2Gb1btQ) suggest that U.S. tariffs on Chinese goods were partially or mainly absorbed by Chinese firms (through prices reduction) facing high competition.
🇺🇸 🇨🇳 In the meantime, #Trump admin is unlikely to stop implementing #trade restrictions on several Chinese firms in the #Tech sector. The dispute is likely to last, reflecting two divergent long term views and the fact that the U.S. could lose its hegemony in the coming years.
🇺🇸 🇪🇺 🇯🇵 Finally, new #trade disputes could emerge soon with #EU (autos/agriculture) and #Japan (autos).
*Given that #Brexit risks ⬆ and the recent global growth momentum ⬇ sharply, I still think that global trade growth will be weaker than people expect.
🇺🇸 🇨🇳 #Trade Hawks Quietly Bristle as #Trump’s #China Deadline Approaches - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 United States view new efforts to rein in #China’s ‘mercantilist’ trade practices via WTO as ‘unrealistic’ - SCMP
scmp.com/economy/china-…
🇺🇸 🇨🇳 There have been a few cautious press reports surrounding the prospects of a US-#China #trade deal
*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…
🇺🇸 🇨🇳 #Trump Says Trade Deal With #China Must Include Structural Change - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. Signals to Allies That It Frowns on Any #Huawei Partnerships - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. lawmakers target #China's ZTE with sanctions bill - Reuters
uk.reuters.com/article/us-usa…
🇺🇸🇨🇳 #Trump's #China Tariffs Are Delivering on One Front, Study Finds - Bloomberg
*First $50 billion of tariffs wave reduced both the value and volume of those products imported from China.
*Link: bloom.bg/2WK3dXe
🇺🇸 🇨🇳 MNUCHIN SAYS MADE PROGRESS LAST WEEK WITH #CHINA OVER #TRADE ENFORCEMENT ISSUES, NEED TO DO MORE WORK ON THE MECHANISMS - RTRS
🇺🇸 🇨🇳 Steven Mnuchin says trade talks 'very productive' so far, confirms he's headed to Beijing next week - CNBC
cnbc.com/2019/02/06/ste…
🇺🇸 🇨🇳 *PORTMAN: #CHINA #TRADE TALKS LAST WEEK IN WASHINGTON WENT WELL - BBG
🇺🇸 🇨🇳 Dow drops 200 points after Larry Kudlow says US and #China still far away on #trade deal - CNBC
cnbc.com/2019/02/07/sto…
🇺🇸 🇨🇳 #Trump is 'highly unlikely' to meet Chinese President Xi before March 1 trade deadline, sources say - CNBC
cnbc.com/2019/02/07/tru…
🇺🇸🇨🇳 #Trump Says He Won't Meet Xi Jinping Before Tariff Deadline - Bloomberg
*Trump previously said he planned to meet Xi in late February
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 US-#China still 'miles' apart in #trade talks, White House adviser says - Fox Business
foxbusiness.com/economy/us-chi…
🇺🇸 🇨🇳 Despite pressure from top business figures to make a deal, the WSJ confirms that the two nations are far from an agreement.
wsj.com/articles/press…
🇺🇸 🇨🇳 #Trump likely to sign executive order banning Chinese #telecom equipment next week - Politico
politico.com/story/2019/02/…
🇺🇸 🇪🇺 🇨🇳 Any Western country allowing #Huawei Technologies Co. or other Chinese equipment to be used in critical infrastructure projects will face the risk of U.S. countermeasures, the U.S. envoy to the European Union said - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S.-#China #trade talks resume next week, focus on intellectual property - Reuters
uk.reuters.com/article/us-usa…
🇨🇳 🇺🇸 *#CHINA SAYS VICE PREMIER LIU HE TO JOIN U.S.-#CHINA TALKS NEXT WK - BBG
🇺🇸 🇨🇳 🇭🇰 US-#China #tradewar could knock half a percentage point off #HongKong’s economic growth, says commerce chief Edward Yau - SCMP
scmp.com/news/hong-kong…
🇺🇸 🇨🇳 Advisers float Mar-a-lago summit as #Trump plots next moves with Xi - Axios
axios.com/trump-xi-china…
🇺🇸 🇨🇳 #Apple's #iPhone Shipments Plunge in #China as #Huawei Tightens Grip - Bloomberg
*Huawei cements No. 1 position with strongest growth, IDC says
*Link: bloom.bg/2UQqjcL
🇺🇸 🇨🇳 Where? When? How? #China and United States at odds over right place and time for next Xi-Trump summit - SCMP
beta.scmp.com/economy/china-…
🇺🇸 🇨🇳 Pompeo Hints at #Huawei Ultimatum to Countries Buying Equipment - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Wants to Meet With Xi ‘Very Soon’ Over #TradeWar, Adviser Says - Bloomberg
*The two could get together in March, Trump adviser Conway says
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Huawei's fate in the US will be decided in the coming weeks - CNBC
*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…
🇺🇸 🇨🇳 #Trump Flexible on #China Tariff Deadline as He Seeks ‘Real Deal’ - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China President Xi Jinping to meet top US delegation on Friday in pursuit of #tradewar deal, sources say - SCMP
beta.scmp.com/economy/china-…
🇺🇸 🇨🇳 The NYT highlights that a top priority for U.S. Trade Rep Lighthizer and Treasury Secretary Mnuchin is on creating an enforcement mechanism following #China’s history of failing to live up to its promises.
nytimes.com/2019/02/12/bus…
🇺🇸 🇨🇳 U.S. officials are pushing for provisions that would either permit to reimpose tariffs on #China goods should Beijing fail to meet certain milestones or leave the levies in place and gradually remove them if Beijing meets agreed-upon yardsticks - WSJ
wsj.com/articles/china…
🇺🇸 🇨🇳 #China negotiators have pushed back at both ideas, saying such mechanisms would violate China’s sovereign rights - WSJ
*Former U.S. negotiators said snapback enforcement might be more palatable to #Beijing.
🇺🇸 🇨🇳 Cramer: This earnings period revealed 'brutal truths' about US-#China #trade - CNBC
cnbc.com/2019/02/11/cra…
🇺🇸 🇨🇳 U.S. TREASURY SECRETARY MNUCHIN SAYS THE TALKS ARE "SO FAR SO GOOD" - RTRS
🇺🇸 🇨🇳 *U.S. SEES PROGRESS IN TALKS WITH #CHINA: WHITE HOUSE SPOKESWOMAN - BBG
🇺🇸 🇨🇳 U.S. PRESIDENT DONALD TRUMP, CHINESE PRESIDENT XI JINPING WILL MEET 'SOMETIME IN MARCH' - USDA OFFICIAL - RTRS
🇺🇸 🇨🇳 #Trump Says #Trade Talks Going Very Well as Sides Meet in Beijing - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Considers 60-Day Extension for #China Tariff Deadline - Bloomberg
*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/…
🇺🇸 🇨🇳 An extension won’t change my base case scenario namely that the current tariffs will remain in place (at least for another 6 months).
*This extension would keep weighing ⬇ on global trade growth in a context where global economic policy uncertainty is already elevated.
🇺🇸 🇨🇳 #Trade talks remain deadlocked as #Beijing refuses to eliminate coerced technology transfers or government subsidies to Chinese companies - WSJ
wsj.com/articles/china…
🇺🇸 🇨🇳 *KUDLOW SAYS TRADE NEGOTIATORS MEETING WITH XI TOMORROW - BBG
*KUDLOW SAYS THE VIBE IN BEIJING IS GOOD
*KUDLOW SAYS NO DECISION MADE ON EXTENDING TARIFF DEADLINE
🇺🇸 🇨🇳 *U.S.-#CHINA #TRADE TEAMS SAID TO BE FAR APART ON REFORM DEMANDS - BBG
🇺🇸 🇨🇳 The U.S. and #China have made little progress during trade talks in Beijing, leaving much work to be done before President Donald #Trump and his counterpart Xi Jinping look to seal a deal at a yet-to-be scheduled summit - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 US and #China negotiators began a second day of negotiations in #Beijing on Friday with little progress on core issues - FT
*Both sides were scrambling to at least produce a “memorandum of understanding” by the end of Friday.
ft.com/content/c2783d…
🇺🇸 🇨🇳 #China, U.S. Working on MOU on Trade Issues - WSJ
- Statement to be issued after Friday’s talks; expected to discuss progress towards MOU, WSJ reporter Lingling Wei says in tweet, citing unidentified people.
🇺🇸 🇨🇳 U.S. Delegation to Meet President Xi Jinping in the Afternoon - Bloomberg
*The morning session of the U.S.-#China #trade talks ended at about 12 p.m. #Beijing time, according to the pool report.
*Two sides shook hands for the media, but made no public comments
🇨🇳 🇺🇸 #China has pledged to end market-distorting subsidies for its domestic industries but offered no details on how it would achieve that goal, according to three people familiar with the U.S.-China #trade talks in #Beijing this week - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 High-level talks between US and Chinese officials ended in #Beijing on Friday afternoon with no immediate announcement from either side, according to an U.S gvt official - NYT
*Mr. Lighthizer and Mr. Mnuchin are expected to meet with Xi Jinping
nytimes.com/2019/02/15/bus…
🇨🇳 🇺🇸 #China and United States make ‘progress’ in Beijing but #tradewar talks to continue in Washington next week - SCMP
scmp.com/economy/china-…
🇨🇳 🇺🇸 #CHINA, U.S. SAID TO CONTINUE #TRADE TALKS IN DC NEXT WEEK - BBG
🇺🇸🇨🇳 US Negotiator: Very Difficult Issues Remain After US #China #Trade Talks - AFP
🇨🇳🇺🇸 #CHINA, U.S. OFFICIALS TO MEET IN DC NEXT WEEK, XI SAYS: CCTV
🇨🇳 🇺🇸 *XI SAYS NEW PROGRESS MADE IN IMPORTANT ISSUES IN #TRADE TALKS: CCTV
🇨🇳 🇺🇸 #China says reached consensus on some key issues during U.S. #trade talks - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #CHINA WILL STRIVE FOR `BEST RESULTS' IN "TRADE TALKS: XINHUA
🇨🇳 🇺🇸 #CHINA, U.S. CLOSE TO FINAL GOAL AS PACE OF TALKS QUICKEN: XINHUA
🇺🇸🇨🇳 #TRUMP SAYS #CHINA TALKS GOING WELL - BBG
*TRUMP SAYS U.S. A LOT CLOSER TO TRADE DEAL WITH CHINA
🇺🇸 🇨🇳 #TRUMP SAYS HE WILL REMOVE TARIFFS IF HE GETS A DEAL W/#CHINA - BBG
🇺🇸 🇨🇳 #Trump, Xi Hail Progress in #Trade Talks as Tariff Deadline Nears - Bloomberg
*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., #China #Trade Talks: Side-By-Side Comparison of Statements - Bloomberg
*U.S. statement: bit.ly/2S7oM0e
*China statement: bit.ly/2V18ojI
*Link: bloom.bg/2Na1XIp
🇺🇸 🇨🇳 BofA Says a ‘Real’ #Trade Deal Could Vault S&P 500 to Record High - Bloomberg
*Link: bloom.bg/2BE0h5o
🇺🇸 🇨🇳 I’m still expecting the U.S. will maintain existing tariffs in the short term to assess if Chinese officials implement their commitments.
*Given the Chinese track record, the U.S. would be naïve to remove recent barriers and #Trump would take a significant risk doing so.
🇺🇸 🇨🇳 *PENCE WARNS ALLIES TO REJECT #CHINA'S #HUAWEI - BBG
🇺🇸 🇨🇳 *YANG CITES `IMPORTANT PROGRESS' ON U.S.-#CHINA #TRADE TALKS - BBG
*YANG: PREPARED TO WORK WITH U.S. TO FOSTER BETTER RELATIONSHIP
🇨🇳 🇺🇸 #China-U.S. #trade talks 'making a final sprint' - state media (People's Daily, Global Times, China Daily) - Reuters
reuters.com/article/uk-usa…
🇺🇸 🇨🇳 President Donald #Trump received an update on #trade talks with #China on Saturday at his Florida retreat after discussions in #Beijing saw progress ahead of a March 1 deadline for reaching a deal - Reuters
uk.reuters.com/article/uk-usa…
🇨🇳 🇺🇸 #China Vice Premier Liu He will visit Washington on Thursday and Friday to continue trade negotiations with the United States, the Commerce Ministry in #Beijing said - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 US Chamber of Commerce: #China #trade deal 'fails' if Washington doesn't win enforcement measures - CNBC
*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-…
🇨🇳🇺🇸 #Yuan stability will add another point of contention for the future
*In the ST, It would reduce #PBOC’s room in a context of monetary easing
*In the LT, it would dial back a longer-term trend toward allowing the CNY to be subjected to market forces
🇺🇸🇨🇳 #Trump says March 1 deadline for #China #trade talks not 'magical' date - Reuters
reuters.com/article/us-usa…
🇺🇸🇨🇳 President #Trump gave his firmest indication yet that the U.S. may not increase tariffs on #China goods on March 1, as scheduled, despite statements by his top trade official that the U.S. should stick to a firm deadline - WSJ
wsj.com/articles/trump…
🇺🇸🇨🇳 Yellen Offers Caution as U.S. Pushes #China to Keep #Yuan Stable - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. Push for Stable #Yuan May Unwind #China's Move Toward Markets - Bloomberg
*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
🇺🇸 🇨🇳 HOUSE WAYS AND MEANS TO HOLD #CHINA TRADE HEARING FEB. 27: CNBC
🇺🇸 🇨🇳 U.S. HOUSE WAYS AND MEANS PANEL TO HOLD FEB. 27 PANEL ON U.S.-CHINA TRADE, US TRADE REPRESENTATIVE LIGHTHIZER TO TESTIFY - STATEMENT - RTRS
🇺🇸 🇨🇳 U.S., #China sketch outlines of deal to end #tradewar - sources - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China is proposing that it could buy an additional $30 billion a year of U.S. agricultural products including soybeans, corn and wheat as part of a possible trade deal being negotiated by the two countries, according to people with knowledge of the plan - Bloomberg
🇺🇸 🇨🇳 US AGRICULTURE SECRETARY SONNY PERDUE SAYS AG TRADE WITH CHINA CAN BE EXPANDED IF #CHINA PROVIDES ASSURANCE ON STRUCTURAL REFORMS, INTELLECTUAL PROPERTY ISSUES - RTRS
🇺🇸 🇨🇳 US and #China seek to resolve chipmaker spat as part of #trade deal - FT
ft.com/content/a6d327…
🇺🇸 🇨🇳 #Trump Plans to Meet #China’s Top Trade Chief on Friday - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S., #China haggle over toughest issues in #tradewar talks - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 US-CHINA #TRADE TALKS "POSITIVE", BUT STILL NO CLARITY FROM BEIJING ON INTELLECTUAL PROPERTY, TECHNOLOGY TRANSFER, STRUCTURAL CHANGES - USDA OFFICIAL - RTRS
🇺🇸 🇨🇳 #Trump predicts 'very good chance' of #China #trade deal - CNN
*Trump suggested that he "would be inclined" to allow up to a month longer for negotiations.
edition.cnn.com/2019/02/22/pol…
🇺🇸 🇨🇳 #Yuan | The fact is that Donald #Trump highlighted that negotiators for the U.S. and #China have reached an agreement on currency manipulation - USA Today
eu.usatoday.com/story/news/pol…
🇺🇸 🇨🇳 In addition, CNBC reported on Friday (citing sources familiar with the situation) that #China has agreed to buy up to $1.2 trillion in goods from the United States.
cnbc.com/2019/02/22/reu…
🇺🇸 🇨🇳 #Trade | Up to $1.2T is a slight downgrade compared to what was announced in early Dec. 2018 namely “more than $1.2 trillion in additional trade commitments"
*Link: reut.rs/2BOqcXY

🇺🇸 🇨🇳 All in all, a potential final deal is expected to include as many as 6 MoUs covering currency, services, agriculture, nontariff barriers, intellectual property rights, and forced technology transfers and cybersecurity - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 The Office of the U.S. Trade Representative has asked #Beijing to take action on 10 specific items to produce quick wins for #Trump, a source with knowledge of the talks said - Politico
politico.com/story/2019/02/…
🇺🇸 🇨🇳 Agriculture Secretary Sonny Perdue said on Twitter on Friday that in the meeting with #Trump, Chinese negotiators committed to buy an additional 10 million metric tons of U.S. #soybeans.
🇺🇸 🇨🇳 As a result, Treasury Secretary Steve Mnuchin also announced Friday that Chinese negotiators would extend their visit to Washington by two days in order to build on the progress that has been made so far this week - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 The two sides will “speed up negotiations,” Liu said in a statement released by the Xinhua news agency early Saturday in Beijing.
*Link (Chinese): bit.ly/2BOWtOF
🇺🇸 🇨🇳 According to CNBC (citing sources familiar with the situation), the United States and #China are discussing a late March meeting between President Donald #Trump and Chinese President Xi Jinping in Florida.
cnbc.com/2019/02/22/tru…
🇺🇸 🇨🇳 #Trade | #China will continue to dominate the calendar next week - Bloomberg
*Link: bit.ly/2tz8vqZ
🇺🇸 🇨🇳 The U.S. and #China haven’t yet agreed on the critical issue of enforcement in a proposed currency deal that would ensure Beijing lives up to its promise to not depreciate the yuan, four people familiar with the matter said - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Extends #China Tariff Deadline After ‘Substantial’ Progress - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump to Delay Tariff Increases on Chinese Imports - WSJ
wsj.com/articles/trump…
🇨🇳 #China's Xinhua Warns of ‘New Uncertainties’ in U.S. Talks - Bloomberg
*Original link (Chinese): bit.ly/2SZ5vU3
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Suggests ‘Signing Summit’ With Xi as #China Talks Advance - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Touts Progress With #China, but Pressure Grows for a Tough Deal - NYT
nytimes.com/2019/02/25/us/…
🇺🇸 🇨🇳 U.S. Firms Dial Back #China Plans Amid #Trade Fight - WSJ
*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 FOREIGN MINISTRY SPOKESMAN LU KANG SPEAKS IN BEIJING - BBG
*CHINA TO PREPARE FOR POTENTIAL XI-TRUMP MEETING: LU
🇨🇳 🇺🇸 #China makes Mar-a-Lago summit a priority as US #tradewar talks continue - SCMP
*Still ‘big gaps’ between the two sides on technology transfers and other structural issues
scmp.com/economy/china-…
🇺🇸 🇨🇳*LIGHTHIZER SAYS MORE #CHINA PURCHASES ALONE NOT ENOUGH FOR DEAL - BBG
*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: #CHINA DEAL WOULD BE A BINDING AGREEMENT - BBG
*LIGHTHIZER SAYS NO PLAN TO SUBMIT CHINA DEAL TO CONGRESS
🇺🇸 🇨🇳 US and #China settle on #trade enforcement process - FT
*Link: on.ft.com/2TnVsHm
🇺🇸 🇨🇳 U.S. Drops Threat of 25% Tariffs on Chinese Goods in Sign That Accord Is Near - WSJ
wsj.com/articles/u-s-t…
🇺🇸 🇨🇳 The Nikkei also highlights Lighthizer's comments on the enforcement process, suggesting the US is seeking:
*monthly meetings for lower-level officials
*quarterly meetings at the vice ministerial level
*semiannual meetings at the ministerial level.
asia.nikkei.com/Economy/Trade-…
🇺🇸 🇨🇳 *U.S. WAITING TO HEAR FROM #CHINA ON TRADE DEAL, KUDLOW SAYS - BBG
*KUDLOW EXPECTS U.S.-CHINA MEETING IN MARCH IN MAR-A-LAGO
*TRUMP, LIGHTHIZER ARE VERY CLOSE, KUDLOW TELLS CNBC
🇺🇸 🇨🇳 #CHINA WOULD HAVE TO NOTE ANY FX INTERVENTION UNDER DEAL: KUDLOW - BBG
🇺🇸 🇨🇳 *MNUCHIN SAYS #CHINA #TRADE TALKS INCLUDE 150-PAGE DOCUMENT - BBG
🇺🇸 🇨🇳 Mnuchin says US-#China #trade deal will have real structural commitments, but still more work to do - CNBC
cnbc.com/2019/02/28/mnu…
🇨🇳 🇺🇸 ‘Painful’ enforcement ahead for #China if #tradewar deal is reached with US insisting on unilateral terms - SCMP
scmp.com/economy/china-…
🇨🇳 🇺🇸 U.S. Said to Ready Final #China #Trade Deal as Hawks Urge Caution - Bloomberg
*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/…
🇨🇳 🇺🇸 #China #Trade War Cost Tops $40 Billion in U.S. Exports - Bloomberg
*Link: bloom.bg/2UcV6Rd
🇨🇳 🇺🇸 Latest Chinese statistics also confirmed that imports from the U.S. collapsed in January (-41.2% YoY) while exports to the U.S. declined slightly (-2.4% YoY).

🇨🇳 🇺🇸 US economy keeps showing signs of weakness domestically while the risk of a hard landing in #China ⬇ significantly. Officials have stimulated the domestic demand a bit later than the US in order to control damage and avoid relying on external demand (at least in the ST)
🇨🇳 🇺🇸 Ahead of 2020, It’s pretty clear that the #Trump administration has no longer a strong advantage in the negotiations and is under heavy pressure to strike a deal right now.
🇨🇳 🇺🇸 More than ever, the risk is that the enforcement process won't be perfectly designed to solve long term issues which should result in recurrent tensions (and therefore uncertainties).
🇨🇳 🇺🇸 #China must reject U.S. demands to keep the yuan stable against the greenback as part of a trade deal, though it can commit to not maintain it at an artificially low level, says the Chinese central bank’s former adviser Yu Yongding.
🇺🇸 🇨🇳 *KUDLOW SAYS `TREMENDOUS PROGRESS' MADE ON #CHINA #TRADE TALKS - BBG
*KUDLOW SAYS TARIFF STRATEGY HAS HELPED IN CHINA TRADE TALKS
🇺🇸 🇨🇳 #Trump Asks #China to Immediately Remove Agricultural Tariffs - Bloomberg
*Link: bloom.bg/2TqvfYT
🇺🇸 🇨🇳 Most or all U.S. tariffs on #China are likely to be lifted as part of a #trade deal between the world’s two largest economies now in its final stages, said two people familiar with the discussions - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S., #China Close In on #Trade Deal - WSJ
wsj.com/articles/u-s-c…
🇨🇳 🇺🇸 #China says U.S. trade talks progress 'well received' - Reuters
reuters.com/article/us-chi…
🇨🇳 🇺🇸 #Huawei Said to Be Preparing to Sue the U.S. Government - NYT
nytimes.com/2019/03/04/tec…
🇺🇸 🇨🇳 *U.S.-#CHINA DEAL MAY BE FINISHED SOME TIME SOON: HASSETT - BBG
🇨🇳 🇺🇸 Chinese Hackers Target Universities in Pursuit of Maritime Military Secrets - WSJ
wsj.com/articles/chine…
🇺🇸 🇨🇳 #Trump is pressuring U.S. #trade negotiators to cut a deal with #China soon in hope of fueling a market rally, as he grows increasingly concerned that the lack of an agreement could ⬇ stocks, according to people familiar with the matter - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China won’t make big concessions to the U.S. in order to seal a trade deal, former finance minister Lou Jiwei said in #Beijing on Wednesday, calling some U.S. demands for change "unreasonable." - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 Latest press leaks confirm my view that the U.S. has no longer a strong advantage in the negotiations.
*#China could make less compromise than people expect, potentially resulting in more tensions later.

🇺🇸 🇨🇳 #Trump says #China trade talks going well, predicts 'good deal' or no deal - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 Citi Sees #China Struggling to Fill Shopping Cart With U.S. Goods - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 Chinese Officials Becoming Wary of a Quick Trade Deal - NYT
*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…
🇨🇳 🇺🇸 #China’s rushed foreign investment law gains lukewarm response from local and international businesses - SCMP
scmp.com/economy/china-…
🇺🇸🇨🇳 U.S.-#China #Trade Deal Isn’t Imminent, Ambassador Says - WSJ
wsj.com/articles/u-s-c…
🇨🇳 🇺🇸 #China has removed a planned March trip to Mar-a-Lago from Xi's calendar: report - MarketWatch
marketwatch.com/story/china-ha…
🇨🇳 🇺🇸 #China Warns U.S. That #Trade Deal Enforcement Must Be ‘Two-Way’ - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China says working with U.S. day and night to get trade deal - Reuters
uk.reuters.com/article/uk-chi…
🇨🇳🇺🇸 #China and the U.S. have reached consensus on many “crucial” issues and and have discussed the need to observe the “autonomy” of each other’s monetary policy, People’s Bank of China Governor Yi Gang said. - Bloomberg
*Link: bloom.bg/2SZoY2c
🇨🇳 🇺🇸 #China companies have surged ahead of their U.S. counterparts on a Nikkei ranking of the top 50 patent filers for artificial intelligence over the past three years.
asia.nikkei.com/Business/Busin…
🇺🇸 🇨🇳 *BOLTON: THERE'S PROGRESS BEING MADE WITH #CHINA ON #TRADE DEAL - BBG
🇺🇸🇩🇪🇨🇳 Drop #Huawei or See Intelligence Sharing Pared Back, U.S. Tells #Germany - WSJ
*Warning likely to cause alarm among German security circles amid persistent terror threat
wsj.com/articles/drop-…
🇺🇸 🇨🇳 #Trump Hasn’t Set a Date for #Trade Summit With Xi, Sanders Says - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Top U.S., Chinese Trade Negotiators Decide on Next Step in Call - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #OOTT | #CHINA TO BOOST #OIL, #GAS IMPORTS FROM US: XINHUA CITES CNPC EXEC.
🇨🇳 🇺🇸 *LIGHTHIZER: CHINA DEAL WILL BE ENFORCEABLE OR TRUMP WON'T SIGN - BBG
*LIGHTHIZER: PROGRESS W/ CHINA TALKS DOESN'T MEAN WILL GET DEAL
*LIGHTHIZER SAYS WE'RE MAKING HEADWAY IN CHINA TRADE TALKS
🇨🇳 🇺🇸 *LIGHTHIZER: U.S. MUST KEEP TARIFF OPTION TO ENFORCE #CHINA DEAL - BBG
🇨🇳 🇺🇸 *LIGHTHIZER: #CHINA REQUEST TO END U.S. TARIFFS UNDER DISCUSSION - BBG
*LIGHTHIZER: AIMING FOR CHINA PLEDGE AGAINST COMPETITIVE FX MOVE
*LIGHTHIZER: U.S., CHINA HAVE TALKED A LOT ABOUT CURRENCY
🇨🇳 🇺🇸 U.S. Keeps #China Tariff Threat Open as Talks Near Final Stage - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China promises companies ‘we will keep your secrets’ with new foreign investment law - SCMP
scmp.com/economy/china-…
🇺🇸🇨🇳 #Trump Shows Openness on Xi Summit Terms to Soothe #China Concerns - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump in ‘No Rush’ to Make Trade Deal With #China - WSJ
*President says he can walk away from talks if deal isn’t reached
wsj.com/articles/trump…
🇺🇸 🇨🇳 Cohn Says U.S. Is ‘Desperate’ to Sign #Trade Agreement With #China - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #CHINA, U.S. SAID TO DELAY #TRUMP-XI MEETING TO AT LEAST APRIL - BBG
🇺🇸 🇨🇳 A meeting between President Donald #Trump and President Xi Jinping to sign an agreement to end their trade war won’t occur this month and is more likely to happen in April at the earliest, three people familiar with the matter said - Bloomberg
🇺🇸 🇨🇳 Based on the BBG story, the summit will now take place at the end of April (if it happens at all) implying another 2 months of full #tariffs, which reinforces my view that global trade growth will remain a drag and the consensus is still optimistic.

🇨🇳 🇺🇸 #China suggests linking an official state visit by Xi to a US #trade deal, sources say - CNBC
cnbc.com/2019/03/14/chi…
🇨🇳 🇺🇸 #Trump said: “Probably one way or the other we’re going to know over the next three or four weeks.” - Reuters
uk.reuters.com/article/uk-usa…
🇨🇳 🇺🇸 #China and US make ‘concrete progress’ on #trade deal text - SCMP
scmp.com/news/china/dip…
🇨🇳 🇺🇸 #Trump-Xi meeting to end #tradewar may be pushed back to June, sources say - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 White House believes big US-#China #trade deal could rocket Dow 2,000 points; Investors say devil is in the details - Fox Business
foxbusiness.com/politics/white…
🇺🇸 🇨🇳 The U.S. is making progress on "some of the trickiest issues" in ongoing talks to reach a comprehensive trade deal with #China, Kevin Hassett, chairman of the Council of Economic Advisers, says on CNBC.
🇺🇸 🇨🇳 *PERDUE: BIOTECH, NON-TARIFF BARRIERS STILL CONCERN IN #CHINA TALK - BBG
🇺🇸 🇨🇳 U.S. Trade Talks With #China Are Very ‘Dynamic,’ Perdue Says -Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Trade Fight With China Enters Overtime, With Tariffs a Costly Sticking Point - NYT
*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…
🇺🇸 🇨🇳 US mulls partial ban on Chinese trains and buses, citing #cybersecurity and ‘Made in #China 2025’ - SCMP
scmp.com/economy/china-…
🇺🇸 🇨🇳 U.S. Chip Makers Fear Trap in a #Trade Deal With #China - WSJ
wsj.com/articles/u-s-c…
🇨🇳 🇺🇸 #China is looking at excluding Boeing Co.’s troubled 737 Max jet from a list of American exports it would buy as part of a trade deal with the U.S., people familiar with the matter said - Bloomberg
🇺🇸 🇨🇳 *SOME U.S. OFFICIALS SAID TO SEE #CHINA WALKING BACK TRADE OFFERS - BBG
*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
🇺🇸 🇨🇳 U.S. Sees #China Trade Pushback as #Trump Touts Progress - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 US and #China are in the final stages of trade talks, with a late April target date for a deal - WSJ
*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…
🇺🇸 🇨🇳 The SCMP cited the US Chamber of Commerce, warning that average annual US GDP would fall 0.3-0.5% short of baseline potential through 2029 should trade frictions escalate, accounting for the impact of a 25% tariff rate on $200B of Chinese goods
scmp.com/economy/china-…
🇺🇸 🇨🇳 By excluding BA 737 Max (bit.ly/2TSxipP), semiconductors (bit.ly/2TSxipP) and taking into account U.S capacity constraints (bit.ly/2uigARb), it’s pretty clear that #China won’t increase U.S. purchases by $200 billion/year in the coming few years.
🇺🇸 🇨🇳 US-#China trade negotiations haven’t been friendly: Michael Pillsbury - Fox Business
video.foxbusiness.com/v/601584911900…
🇺🇸 🇨🇳 President #Trump says he plans to keep tariffs on #China until he makes sure the country complies with any deal that is struck - Bloomberg
🇺🇸 🇨🇳 #Trump Says Tariffs on Chinese Goods Will Stay for ‘Substantial Period of Time’ - WSJ
wsj.com/articles/tarif…
🇺🇸 🇨🇳 *MOFCOM: LIGHTHIZER, MNUCHIN TO VISIT #CHINA 28-29 MARCH - BBG
🇺🇸 🇨🇳 *MOFCOM: #CHINA'S LIU HE TO VISIT U.S. IN EARLY APRIL - BBG
🇺🇸 🇨🇳 #Trump wants #China to ‘double or triple’ its offer to buy US goods in trade negotiations, sources say - CNBC
cnbc.com/2019/03/21/tru…
🇺🇸 🇨🇳 #Trump Aides Play Down Odds of Swift #China Deal Ahead of Talks - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Tesla Joins #Apple in Trade Secret Cases Tied to China's Xpeng - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #TRUMP SAYS DEAL TALKS WITH #CHINA COMING ALONG VERY WELL: FOX BIZ
🇺🇸 🇨🇳 #TRUMP SAYS TRADE DEAL WITH #CHINA `GETTING VERY CLOSE' - BBG
🇺🇸 🇨🇳 #Trump Says #China Deal Is ‘Close’ Ahead of Fresh Round of Talks - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Administration Strikes Tougher Stance Ahead of #China Talks - NYT
nytimes.com/2019/03/22/us/…
🇺🇸 🇨🇳 #CHINA VICE PREMIER LIU HE TO VISIT U.S. APRIL 3: WHITE HOUSE - BBG
🇺🇸 🇨🇳*LIGHTHIZER, MNUCHIN TRADE MEETINGS IN #CHINA START ON MARCH 28 - CNBC
🇨🇳 🇺🇸 #China is refusing to concede to U.S. demands that it ease curbs on digital trade, the Financial Times reported, citing three people briefed on the talks.
ft.com/content/ffd51e…
🇺🇸 🇨🇳 Mueller report fuels hopes for a US-#China #trade deal - CNBC
cnbc.com/2019/03/25/hop…
🇺🇸 🇨🇳 #Trump Campaign to Restrict #Huawei Runs Into Global Opposition - Bloomberg
*Link: bloom.bg/2TuXodn
🇨🇳 🇺🇸 #China plans to buy as much as 300,000 tons of #pork from the U.S. this year as part of its commitment to bolster purchases of American farm products amid ongoing trade negotiations, according to people familiar with the discussions - Bloomberg
🇺🇸 🇨🇳 U.S., #China #Trade Talks to Resume as #Trump Vows ‘Excellent’ Deal - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇹🇼 🇨🇳 Republican and Democratic U.S. lawmakers introduced legislation seeking to boost Washington’s relations with #Taiwan and raise the island’s international profile on Tuesday, which could heighten tensions with #China - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 *HASSETT: CURRENT TALKS WITH #CHINA INDICATE WE'RE PROGRESSING - BBG
🇨🇳 🇺🇸 #China makes unprecedented proposals on tech, trade talks progress - U.S. officials - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 The U.S. and China have no choice but to conclude ongoing trade negotiations, most likely in the next month or so, former U.S. ambassador to China Max Baucus said Thursday - CNBC
cnbc.com/2019/03/28/us-…
🇨🇳 🇺🇸 #China pledges to 'sharply' expand financial market opening as #trade talks loom - Reuters
uk.reuters.com/article/us-chi…
🇺🇸 🇨🇳 *KUDLOW SAYS SOME, NOT ALL #CHINA TARIFFS MAY STAY IN PLACE - BBG
🇺🇸 🇨🇳 Kudlow Says U.S. Ready to Extend #China Talks by Weeks or Months - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S., #China resume trade talks in #Beijing after 'productive working dinner' - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China Floats Cloud Concession to Foreign Tech Firms in U.S. #Trade Talks - WSJ
*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…
🇺🇸 🇨🇳 US-#China #tradewar casts chill over liquefied natural #gas market - FT
ft.com/content/bfcbbf…
🇺🇸 🇨🇳 Chinese and U.S. negotiators are working line-by-line through the text of an agreement that can be put before President Donald Trump and counterpart Xi Jinping to defuse a nearly year-long trade war, according to officials familiar with the matter - Bloomberg
🇨🇳 🇺🇸 Chinese state companies purchased at least 20 cargoes of U.S. soybeans (equal to about 1.4m tons) for shipment in July-August - Bloomberg (citing four people with knowledge of the sales)
*They are the first significant U.S. soy sales to #China since March 7.
🇺🇸 🇨🇳 JP Morgan, Nomura get nod for #China brokerage JVs as market access expands - Reuters
reuters.com/article/us-chi…
🇺🇸 🇨🇳 U.S. Trade Negotiators Take Aim at #China’s #Cybersecurity Law - WSJ
*Data flows and other high-tech issues come to the fore as officials pursue agreement
wsj.com/articles/u-s-t…
🇺🇸 🇨🇳 Chinese and U.S. negotiators made “new progress” in #trade negotiations as both sides discussed the wording of an agreement that’s designed to resolve a bilateral trade dispute, according to Beijing’s official news agency Xinhua - Bloomberg
bloomberg.com/news/articles/…
🇨🇳🇺🇸 #China and US remain at odds over timing of lifting tariffs - Nikkei
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 #China Signals Trade Goodwill With #Auto #Tariff, #Fentanyl Moves - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China Purchases Could Undercut Trump’s Larger #Trade Goal - NYT
nytimes.com/2019/04/01/us/…
🇨🇳 🇺🇸 Xi Jinping urges US to work with #China to preserve ‘global stability’ ahead of next round of #tradewar talks in Washington - SCMP
scmp.com/news/china/dip…
🇨🇳 🇺🇸 #China books fresh deal for 828,000 tonnes of U.S. #soybeans - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 US-#China #tradewar deal could be too late for the likes of Mastercard, American Express and Visa - SCMP
scmp.com/economy/china-…
🇺🇸 🇨🇳 #China-U.S. #Trade Talks Enter Crunch Period as Liu Arrives in DC - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 US and #China draw closer to final #trade agreement - FT
ft.com/content/d6ac50…
🇺🇸 🇨🇳 The U.S. will not send high-level officials to attend #China’s second Belt and Road summit in Beijing this month, a spokesperson for the U.S. State Department said on Tuesday, citing concerns about financing practices for the project - Reuters
reuters.com/article/us-chi…
🇺🇸 🇨🇳 U.S. and #China are making “good headway” in #trade negotiations but unready to reach a deal and hope to get closer this week, President Trump’s top economic adviser Larry Kudlow tells reporters - Bloomberg
🇺🇸 🇨🇳 The #trade deal that the US and #China are crafting would give Beijing until 2025 to meet commitments on commodity purchases and allow American Cos to wholly own enterprises in the Asian nation - Bloomberg (citing 3 people familiar with the talks)
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Tariffs Take Center Stage in U.S.-#China #Trade Talks - WSJ
wsj.com/articles/tarif…
🇺🇸 🇨🇳 President #Trump may announce plans for a summit with China’s President Xi Jinping on Thursday when he meets with the country’s vice premier, signaling that contentious trade talks between the two countries may be nearing conclusion - WSJ
wsj.com/articles/trump…
🇺🇸 🇨🇳 The most likely outcome is a significant increase in commodity purchases (#soybeans, #sorghum, #pork, #oil, #gas, etc) in 2Q and 3Q 2020 ahead of presidential elections (Nov. 3) in order to boost GDP figures.
*I don't expect a sharp ⬆ in 2H19.

🇨🇳 #China to revise laws, regulations related to foreign investment law - Xinhua
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…
🇺🇸 🇨🇳 U.S.-#China #Trade Talks in ‘End Game’ but No Final Deal Yet, Chamber Leader Says - WSJ
wsj.com/articles/u-s-c…
🇺🇸 🇨🇳 Few Winners, Many Losers From Trade #Tariffs, IMF Study Finds - WSJ
*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…
🇺🇸 🇨🇳 #Trump says ‘we’ll know over the next four weeks’ if a #China #trade deal happens - CNBC
cnbc.com/2019/04/04/us-…
🇨🇳 🇺🇸 #China Hails ‘New Consensus’ on #Trade as #Trump Talks Up Unfinished Deal - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 Xi-#Trump summit in #Japan in play as #China eyes longer fight - Nikkei
asia.nikkei.com/Editor-s-Picks…
🇨🇳 🇺🇸 #China, U.S. made 'new progress' in latest round of #trade talks: China's CCTV - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 U.S.-#China to Keep Working on #Trade Deal as Latest Talks Wind Up - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China refuses to give up ‘developing country’ status at WTO despite US demands - SCMP
scmp.com/economy/china-…
🇨🇳 🇺🇸 Self-driving espionage: US companies accelerate lawsuits against #China - Nikkei
asia.nikkei.com/Business/Compa…
🇨🇳 🇺🇸 #China aircraft lease firm suspends order for Boeing 737 MAX, seeks assurance on jet’s safety - SCMP
*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…
🇺🇸 🇨🇳 U.S. 'not satisfied yet' in #China #trade talks: White House official - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 Donald #Trump’s four-week time frame to end US-#China #tradewar is an ‘uncertain timetable’, says state media - SCMP
scmp.com/economy/china-…
🇨🇳 🇺🇸 U.S. and #China negotiators are discussing adding a concession on cloud computing to their trade agreement that would give foreign companies greater access to the $12 billion Chinese market, people familiar with the talks said - Bloomberg
🇺🇸 🇨🇳 U.S., #China in Talks to Add Concession on #Cloud Computing in #Trade Deal - CNBC
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Treasury Secretary Mnuchin says US and #China have agreed on the #trade deal #enforcement mechanism - CNBC
cnbc.com/2019/04/10/tre…
🇺🇸 🇨🇳 U.S.-#China #Trade Pact Takes Aim at Currency Manipulation - WSJ
*Deal could include penalties for China if it manipulates its currency to increase exports
wsj.com/articles/u-s-c…
🇺🇸 🇨🇳 Mnuchin Says U.S. Open to Facing Penalties in China Trade Deal - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. negotiators have tempered demands that #China curb industrial subsidies as a condition for a trade deal after strong resistance from #Beijing, marking a retreat on a core U.S. objective for the trade talks - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Trade deal: To summarize, on the most important subjects

-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)
🇺🇸 🇨🇳 #Trade deal: In a context where #China economy is likely to rebound in 2H19 (bit.ly/2X9xopX), officials have more power in the negotiations while #Trump is under pressure to strike a deal soon (to boost U.S. GDP in 1H 2020).

🇺🇸 🇨🇳 #Trade deal nears, but tensions are rising over #China’s inroads into America’s backyard - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 #California-based Applied Materials, the world's top chip and display equipment maker, has ordered staff to halt all deliveries and servicing for #China's biggest LED chip maker, who was named on a red flag list issued by the U.S. government - Nikkei
asia.nikkei.com/Business/China…
🇺🇸 🇨🇳 #China to Consider U.S. Request to Shift Tariffs on Farm Goods - Bloomberg
*#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/…
🇺🇸 🇨🇳 It would be also coherent with the strategy to increase agricultural goods in early 2020 to boost U.S. GDP (bit.ly/2KB1Esj)

*The same move could be extended to energy products.

🇺🇸 🇨🇳 In my opinion, in exchange, the U.S. may match some of #China’s tariffs removal but would likely keep most them in place (at least in the short term).

🇺🇸 🇨🇳 #Trump on #China #trade spat: 'We're going to win either way' - Reuters
reuters.com/article/us-usa…
🇮🇳 🇨🇳 🇺🇸 #India Cuts Trade Deficit With #China by $10 Billion, Sources Say - Bloomberg
*New Delhi’s exports to #Beijing jumped 31% during April-March
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Stirs Alarm That He May Be Giving China a New #Trade Weapon - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China’s Strengthening Economy Bolsters Its Hand in #Trump #Trade Talks - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 U.S., #China Set Tentative Timeline for Next Round of #Trade Talks - WSJ
*Negotiators aim for signing ceremony in late May or early June
wsj.com/articles/u-s-c…
🇨🇳 🇺🇸 Senior U.S. and Chinese officials are scheduling more face-to-face trade talks in an effort to reach a deal by early-May that could be signed later that month, two people familiar with the plans said - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 How the U.S. Surrendered to #China on Scientific Research - WSJ
wsj.com/articles/how-t…
🇺🇸 🇨🇳 CIA warning over #Huawei - The Times
*Telecoms giant accused of being funded by Chinese state security
thetimes.co.uk/edition/news/c…
🇺🇸 🇨🇳 #Trump warned against keeping tariffs on Chinese goods - FT
ft.com/content/d7328f…
🇺🇸 🇨🇳 🇮🇷 #OOTT | #China to be exposed to sanctions as US says it will end #Iran #oil import waivers on May 1 - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 U.S., China Plan #Trade Talks Next Week in Push for May Agreement - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Top U.S. officials to hold trade talks in #China next week - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China Exploits Fleet of U.S. Satellites to Strengthen Police and Military Power - WSJ
wsj.com/articles/china…
🇺🇸 🇨🇳 U.S. accuses pair of stealing secrets, spying on GE to aid #China - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Trump says U.S.-#China trade talks going well - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Trump Says Xi Jinping of #China Will Visit Soon, Stirring Anticipation of a Completed Trade Deal - NYT
nytimes.com/2019/04/25/us/…
🇺🇸 🇨🇳 U.S. adds another #China e-commerce site to 'notorious' IP blacklist - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 U.S. Considers Concessions on Drug Protections in #China #Talks, Sources Say - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Kudlow says White House will be ‘very aggressive’ in #China trade talks with US economy doing so well - CNBC
cnbc.com/2019/04/26/kud…
🇺🇸 🇨🇳 U.S.-#China Talks to Resume With Significant Issues Unresolved - Bloomberg
bloomberg.com/news/articles/…
🇺🇸🇨🇳 Mnuchin Says Trade Negotiations With #China Are in ‘the Final Laps’ - NYT
nytimes.com/2019/04/28/us/…
🇺🇸 🇨🇳 #China’s Spying Poses Rising Threat to U.S. - WSJ
wsj.com/articles/china…
🇺🇸 🇨🇳 MNUCHIN SAYS ENFORCEMENT MECHANISM IS CLOSE TO DONE IN US-#CHINA #TRADE TALKS - FOX BUSINESS NETWORK - RTRS
🇺🇸 🇨🇳 As trade talks reach endgame, U.S.-#China ties could hinge on enforcement - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 U.S. will rethink cooperation with allies who use #Huawei: official - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Tariffs That Started the U.S.-#China #Trade Conflict Now Dog Its Finish - WSJ
wsj.com/articles/tarif…
And now...

🇺🇸🇨🇳 #Trump drops cyber theft demands in bid for swift trade deal with #China - FT
*Link: ft.com/content/3cb5bf…

🇺🇸 🇨🇳 As US-#China #trade talks continue, US slaps duties of up to 460 per cent on Chinese yarn for unfair subsidies - SCMP
scmp.com/economy/global…
🇺🇸 🇨🇳 *SEN. PORTMAN: REACHING BEST #CHINA DEAL REQUIRES TARIFF REMOVAL - BBG
*PORTMAN: CHINA DEAL SHOULD HAVE TARIFF REIMPOSITION MECHANISM
🇺🇸 🇨🇳 U.S., China near deal to roll back some tariffs - Politico
*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/…
A 25% tariff the U.S. has imposed on roughly $50 billion-worth of other Chinese goods would likely stay in place longer, possibly until after the 2020 election, leaving it to a 2nd-term Trump administration or a new president to deal with, the source said.
🇺🇸 🇨🇳 A US-#China #trade deal is ‘possible’ by next Friday, sources say - CNBC
cnbc.com/2019/05/01/tru…
🇨🇳 🇺🇸 Other issues, particularly #Beijing's support for domestic companies, remain unresolved, leaving negotiators confronting a full agenda for meetings in Washington next week - WSJ
wsj.com/articles/u-s-c…
🇺🇸 🇨🇳 Hope fades that U.S.-#China deal will substantively tackle subsidies - Politico
politico.com/story/2019/05/…
🇺🇸 🇨🇳 Latest China-US trade talks end, revealing fewer details but continuing efforts - Global Times
globaltimes.cn/content/114829…
🇨🇳 🇺🇸 #Huawei Overtakes #Apple to Become Second Biggest Smartphone Maker - Bloomberg
*Overall smartphone shipments slide for 6th straight quarter
*Link: bloom.bg/2Y2tlfx
🇨🇳 🇺🇸 #China tempers US hints that Beijing and Washington are preparing for the ‘last round’ of trade talks - SCMP
scmp.com/economy/china-…
🇺🇸 🇨🇳 Five Things to Look for in Any #Trump-#China Deal on Subsidies - PIIE
piie.com/blogs/trade-in…
🇺🇸 🇨🇳 Trump Says 10% China Tariffs Will Rise to 25% on Friday - Bloomberg
*He also plans additional tariffs (see tweets)
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump says tariffs on $200 billion of Chinese goods will increase to 25%, blames slow progress in trade talks - CNBC
cnbc.com/2019/05/05/tru…
🇺🇸 🇨🇳 It's interesting to note that sources (bit.ly/2H3b4cw) expected a positive announcement by Friday (it's now a clear deadline)
*It also confirms that #Trump wants a deal soon to secure commodity purchases and boost GDP ahead of elections.
🇺🇸 🇨🇳 🇰🇵 🇻🇪 🇷🇺 In addition to slow progress with #China deal, #Trump threat also happens after:

*#NothKorea tested weapons on Saturday

*Tensions gained traction in #Venezuela earlier this week

🇨🇳 🇺🇸 #China Vice-Premier Liu He likely to delay US trip by three days after Donald #Trump tweet, says source - SCMP
scmp.com/economy/global…
🇨🇳 🇺🇸 Update: #China reconsidering Liu He’s US trip with delay or cancellation both possible options, says source - SCMP
*Link: bit.ly/2V5Vtwo
🇨🇳 #CHINA'S CHINEXT GAUGE EXTENDS LOSS TO 8% - BBG
🇨🇳 🇺🇸 #CHINA: NEGOTIATORS PREPARING TO TRAVEL TO U.S. FOR #TRADE TALKS - BBG
*CHINESE SPOKESMAN DECLINES TO SAY IF LIU HE GOES THIS WEEK
🇺🇸🇨🇳 U.S. Says It Will Raise Tariffs After #China Reneges on Vows - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China is "well prepared for other potential outcomes" of its trade talks with the U.S., "including a temporary breakdown in talks," Global Times said in an editorial
globaltimes.cn/content/114881…
🇨🇳 🇺🇸 #CHINA’S LIU HE TO VISIT U.S. FOR TRADE TALKS MAY 9-10 - BBG
🇨🇳🇺🇸 ‘No more concessions’. Why is #China playing hardball in #tradewar talks with the United States? - SCMP
scmp.com/news/china/dip…
🇨🇳🇺🇸 ‘Do not even think about it’: #Beijing refuses to give in to #Trump’s latest threat on trade tariffs - SCMP
scmp.com/news/china/dip…
🇨🇳 🇺🇸 #China Hawks Gain Upper Hand as Trump Squeezes Beijing Over Trade - Bloomberg
*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/…
🇨🇳 🇺🇸 #Trade talks face moment of truth as US pushes #China on subsidies - Nikkei
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 According to Nikkei, there is also speculation that Vice Premier Liu He, #Beijing's chief negotiator, faced pushback when he presented the final draft of the trade deal to the Communist Party's 25-member Politburo.

🇺🇸 🇹🇼🇨🇳 U.S. House passes pro-Taiwan bills, amid #trade tensions with #China - Reuters
uk.reuters.com/article/uk-usa…
🇨🇳 🇺🇸 #China backtracked on nearly all aspects of U.S. trade deal - sources - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #China Threatens Retaliation as Trump Touts Chances of Deal - Bloomberg
*USTR link: bit.ly/2YhHUfA
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 Why #China Decided to Play Hardball in #Trade Talks - WSJ
*#Beijing interpreted recent statements and actions by President #Trump (such as urging #Fed to cut rates) as a sign the U.S. was ready to make concessions.
wsj.com/articles/why-c…
🇺🇸 🇨🇳 US to exempt Chinese goods in transit from potential tariff increase - FT
*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…
🇺🇸 🇨🇳 #Trump's Tariff Threat on Rest of Chinese Goods Would Hit Final Consumer Products - PIIE
*Link: bit.ly/2HfsMrY
🇺🇸 🇨🇳 Here Are the Numbers on What #Trump’s Tariff Threat Will Affect - Bloomberg
*Link: bloom.bg/2V5ZwZH
🇺🇸 🇨🇳 #TRUMP SAYS MEETING TONIGHT AT 5P WITH TOP PEOPLE FROM #CHINA - BBG
🇺🇸 🇨🇳 Chinese Vice Premier Liu He, US Trade Representative Robert Lighthizer and Treasury Secretary Steven Mnuchin talked for 90 minutes on Thursday and were expected to resume talks on Friday - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 Sticker shock from #Trump's new trade tariffs months away - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China's central bank adviser says U.S. tariffs could cut GDP growth by 0.3 percentage points - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 U.S. Hikes Tariffs on $200B of Chinese Goods. China Says It Will Retaliate - Bloomberg
*Link: bloom.bg/2E2nxex
🇨🇳 🇺🇸 “The news has come too quickly so exporters haven’t had the time to react or negotiate with their US counterparts or apply for government exemptions” - FT

ft.com/content/dcb49c…
🇺🇸🇨🇳 #Trump says no hurry to sign China deal as trade war escalates - Reuters
uk.reuters.com/article/uk-usa…
🇺🇸 🇨🇳 U.S., China Lack Deal But Avoid Rupture After Tariff Hike - Bloomberg
*Link: bloom.bg/2vLFSIn
🇺🇸 🇨🇳 U.S. Gives China a Month for Trade Deal as Talks Deadlocked - Bloomberg
*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/…
🇺🇸 🇨🇳 #Trump Sees a #China #Trade Deal Through a New Prism: The 2020 #Election - NYT
*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/…
🇨🇳 🇺🇸 #China, U.S. Divided on Tariff Removal, Purchase Plans, Liu Says - Bloomberg
*Link: bloom.bg/2vOFPeM
In a wide-ranging Itw with Chinese media ❗, Liu made clear what 🇨🇳 wants to see from the 🇺🇸 - Bloomberg
*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/…
🇺🇸 🇨🇳 Treasury Secretary Mnuchin on further #China #trade talks: There's nothing planned as of now - CNBC
cnbc.com/2019/05/10/tre…
🇺🇸 🇨🇳 #Trump Warns #China to Act on U.S. Trade Deal or Face Worse Terms - Bloomberg
*Link: bloom.bg/2PZD8Am
🇺🇸 🇨🇳 *KUDLOW: GOING TO CONTINUE TALKS WITH #CHINA AS #TRUMP SUGGESTED - BBG
*KUDLOW; WANT TO SEE CHANGES CODIFIED BY CHINESE LAW
*KUDLOW: U.S. TO KEEP TARIFFS FOR NOW, CAN'T AFFORD TO BACKTRACK
*KUDLOW: EXPECT CHINA TO RETALIATE, MEASURES NOT YET TAKEN
🇺🇸 🇨🇳 *KUDLOW SAYS GOOD CHANCE TRUMP, XI WILL TALK AT #G20 IN #JAPAN (28–29 June 2019) - BBG
*KUDLOW: #CHINA HAS INVITED LIGHTHIZER, MNUCHIN BACK TO #BEIJING
*KUDLOW SAYS NO DATE SET YET FOR NEW #TRADE TALKS IN BEIJING
🇺🇸 🇨🇳 *KUDLOW: `FAIR ENOUGH' THAT U.S. IMPORTERS, BUYERS PAY TARIFFS - BBG
*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:

🇺🇸 🇨🇳 WHITE HOUSE ECONOMIC ADVISER LARRY KUDLOW TELLS FOX NEWS THAT U.S. PEOPLE ARE COMPLETELY BEHIND THE PRESIDENT IN HIS TOUGH APPROACH ON #CHINA
cnbc.com/2019/05/12/reu…
🇨🇳 🇺🇸 US’ maximum pressure policy is useless - Global Times
*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…
🇨🇳 🇺🇸 People’s Daily, the flagship newspaper of China’s Communist Party, said the U.S. should take full responsibility for trade-talk setbacks because it raised tariffs on the country’s products - CCTV (citing a commentary that will be published on Monday)
tv.cctv.com/2019/05/12/VID…
🇨🇳 🇺🇸 #China will never concede on major issues of principle and wants the two countries to work together to solve problems with a rational and practical attitude, according to the commentary - CCTV

➡ It's coherent with the Global Times article:
🇺🇸 🇨🇳 U.S. to take full responsibility - People’s Daily (in a front-page commentary)
*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
🇨🇳#CNH | #CHINA'S OFFSHORE #YUAN WEAKENS TO 6.9/USD, FIRST TIME THIS YEAR - BBG
🇨🇳 🇺🇸 #CHINA'S GENG SAYS 'WAIT AND SEE' ON TRADE RETALIATION - BBG
*CHINA REITERATES TRADE MEASURES WILL BE RELEASED AT SOME POINT
*CHINA'S GENG SAYS NO INFORMATION ON ANY XI-TRUMP #G20 MEETING
🇨🇳 🇺🇸 #CHINA SAYS TO RAISE TARIFFS ON 2493 U.S. GOODS TO 25% - BBG
*CHINA SAYS TO RAISE TARIFFS ON $60B OF U.S. GOODS
*CHINA SAYS TO RAISE TARIFFS ON SOME U.S. GOODS FROM JUNE 1
🇨🇳 🇺🇸 #China to unveil list of products eligible for tariff exemption - Xinhua
*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…
🇨🇳 🇺🇸 #China Faces Diminishing Returns With U.S. Commodity Tariffs - Bloomberg
*U.S. goods targeted by China are already subject to tariffs
*Link: bloom.bg/2VWDcX2
🇺🇸 🇨🇳 Cellphones and laptops on latest USTR #China tariff list, drugs excluded - Reuters
*USTR link: bit.ly/30gT6dX
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China’s media ramps up nationalist rhetoric on trade war - FT
ft.com/content/2a3c37…
🇺🇸 🇨🇳 Six Chinese #tech firms banned from exporting sensitive US goods, with fears they may have supported Iran’s military - SCMP
scmp.com/news/china/art…
🇨🇳 🇺🇸 #China tightens ‘national security’ review for foreign investments, sparking fears of #tradewar retaliation - SCMP
scmp.com/economy/global…
🇺🇸 🇨🇳 #Trump's #China grudge match may be spinning out of control - Politico
*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/…
🇺🇸 🇨🇳 Senior administration officials tell Axios that a trade deal with #China isn't close and that the U.S. could be in for a long #tradewar.
axios.com/donald-trump-u…
🇺🇸 🇨🇳 U.S. Treasury chief to plan for trade meeting in #China soon: spokesman - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Trump Poised to Sign Order Restricting Foreign Telecom Companies – Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. lawmakers want to tighten visas for Chinese students, researchers - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China may regulate energy imports from the US - Global Times
globaltimes.cn/content/114989…
🇨🇳 🇺🇸 🇯🇵 #Japan's ‘Mistakes’ Could Give China Pause on an FX Pact With U.S. - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #TradeWar May Spur China to Sell #Treasuries as #Yuan Tumbles - Bloomberg
*Link: bloom.bg/2HiXYI9
🇺🇸 🇨🇳 #Trump Moves to Curb Huawei as Trade War With #China Escalates - Bloomberg
bloomberg.com/news/articles/…
🇺🇸🇨🇳 #Trump Steps Up Assault on #China’s #Huawei - WSJ
wsj.com/articles/trump…
🇺🇸 🇨🇳 Chinese officials have been very offensive in the media confirming tensions between the two nations are escalating.

cnbc.com/2019/05/16/tra…
🇺🇸🇨🇳 #China Vows ‘People’s War’ as #Trade Fight Takes Nationalist Turn - Bloomberg
*Link: bloom.bg/2HALECf
🇨🇳 🇺🇸 #China’s most influential newspaper accused the US of relying on “bandit logic” in trade negotiations, in the latest sign of hardening rhetoric in Beijing - Bloomberg (citing a People’s Daily commentary under its Zhong Sheng column)
*Link (Chinese): bit.ly/2VLtho5
🇨🇳 🇺🇸 Xinhua highlights (in its En version) that "major #soybean growers in #China are on an expansion mode to achieve a fast growth in domestic supply of high-quality soybean produce this year, while cutting the country's dependence on imports".
*Link: bit.ly/2EaDSOi
🇨🇳 Foreign companies in #China face cyber security crackdown - FT
ft.com/content/b84cc7…
🇨🇳 🇺🇸 #China’s portfolio of U.S. bonds, notes and bills continues to slide. Its share of all foreign-held U.S. debt fell for the ninth straight month in March to the lowest level since June 2006 - Bloomberg
*Link (data): ticdata.treasury.gov/Publish/mfh.txt
🇨🇳🇺🇸 #CHINA MOFCOM SPOKESMAN GAO SPEAKS IN #BEIJING - BBG
*U.S. ACTIONS CAUSED GREAT SETBACK IN TRADE TALKS
*MOFCOM: HAVE NO INFO ABOUT ANY U.S. VISIT TO BEIJING
*MOFCOM: CHINA HAS NOTICED THE USTR PROPOSAL ON NEW TARIFFS
*MOFCOM: CHINA HAS TO RETALIATE IF U.S. FOLLOWS THROUGH
🇨🇳🇺🇸 The Communist Party’s mouthpiece (People’s Daily) vowed #China is not afraid to fight a #tradewar, from which it said China would emerge stronger.
*It said the US bared all the responsibility for the “serious” setback in negotiations
*Link (Chinese): bit.ly/2JpcQqG
🇺🇸 🇨🇳 U.S. Department of Commerce (“Commerce”) has issued its final antidumping and countervailing duty rates for its investigations of Quartz Surface Products from #China - Yahoo
*Link: yhoo.it/2Ee3nP0
🇨🇳🇺🇸 #China never backtracks in trade talks, but the US did - People's Daily
*Link (English): en.people.cn/n3/2019/0517/c…
🇨🇳 🇺🇸 #China Downplays Chances for #TradeTalks While U.S. Plays ‘Little Tricks’ - Bloomberg
*Xinhua link (Chinese): bit.ly/2JI40DI
*People's Daily link (Chinese): bit.ly/2VOBjMY
bloomberg.com/news/articles/…
🇨🇳🇺🇸 Press articles focus on the reasons explaining the collapse in the trade talks between China and the United States.

1/ What killed US-#China #trade talks: A tale of two texts - SCMP (citing Susan Thornton)
*Link: bit.ly/2VEQAQn
2/ How Xi’s Last-Minute Switch on U.S.-#China #Trade Deal Upended It - NYT
"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…
3/ How Xi Jinping's colleagues rejected an 'unequal' trade deal - Nikkei
*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…
🇨🇳 I think that most of participants didn’t understand that #China has changed its stance since last weekend by:
*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
🇨🇳 #Trade war could slice 1 per cent off #China’s economic growth, top party official says - SCMP
scmp.com/economy/china-…
🇺🇸 🇨🇳 US trade talks with #China have stalled: Sources - CNBC
cnbc.com/2019/05/17/us-…
🇨🇳 🇺🇸 Chinese state media hits out at 'fabricated' U.S. #tech claims - Reuters
*People's Daily link (Chinese): bit.ly/2QbxgUw
reuters.com/article/us-usa…
🇺🇸 🇨🇳 U.S. #Soy Exporters Say the Loss of Chinese Market Share May Be Permanent - Bloomberg
*#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/…
🇺🇸 🇨🇳 Surprise Attack: CCTV6 Unexpectedly Airs Anti-American Movies as #China-US #TradeWar Intensifies - What's on Weibo
whatsonweibo.com/surprise-attac…
🇺🇸 🇨🇳 Top U.S. corporations from chipmakers to Google have frozen the supply of critical software and components to #Huawei, complying with a Trump administration crackdown that threatens to choke off #China’s largest technology company - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China ‘in no rush’ for another #tradewar talks trip by US Treasury Secretary Steven Mnuchin - SCMP
scmp.com/news/china/dip…
🇨🇳 🇺🇸 #China Warns About ‘Unwavering Resolve’ to Fight U.S. ‘Bullying’ - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 Now #China's Got Its Own Anti-U.S. #TradeWar Song - Bloomberg
*This privately-produced song has more than 100,000 views on WeChat
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 Repeated misjudgment by the United States could produce grave consequences and attempts from U.S. politicians to impede #China’s development is doomed to fail, according to a commentary published in People’s Daily on Tuesday.
*Link (Chinese): bit.ly/2EituE7
🇨🇳 🇺🇸 Some observers speculate that #China could start expanding its retaliatory measures to American services via limits on screening Hollywood movies, a ban on travel to the U.S. or restrictions on studying in the U.S. - Nikkei
asia.nikkei.com/Economy/Trade-…
🇺🇸 🇨🇳 DHS warns of 'strong concerns' that Chinese-made #drones are stealing data; most of the drones at issue are made by #China's DJI - CNN
cnn.com/2019/05/20/pol…
🇺🇸 🇨🇳 The #TradeWar Is Keeping Foreigners Away From #China Markets - Bloomberg
*Link: bloom.bg/2WXsCvZ
🇺🇸 🇨🇳 The U.S. has sharply slowed approvals for the nation’s semiconductor companies to hire Chinese nationals for advanced engineering jobs, according to industry insiders, who say the delays are limiting access to vital talent - WSJ
wsj.com/articles/u-s-s…
🇨🇳 🇺🇸 Xi Jinping calls for ‘new Long March’ in dramatic sign that #China is preparing for protracted #tradewar - SCMP
scmp.com/economy/china-…
🇺🇸 🇨🇳 U.S. Chipmakers Preparing for #China Trade Fight Fear That All Will ‘Suffer’ – Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Held Off Punishing #Huawei Until #China Trade Talks Stalled - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump Administration Could Blacklist Chinese Surveillance #Technology Firm - NYT
nytimes.com/2019/05/21/us/…
🇺🇸 🇨🇳 U.S. Weighs Blacklist of Up to Five Chinese Surveillance Firms - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China ready for further U.S. trade talks, ambassador says - Reuters
reuters.com/article/us-usa…
🇺🇸🇨🇳 U.S. business group says retaliation rising in #China amid #tradewar - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Trump Readies New Round of Aid to Farmers Hit by #China #TradeWar - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 #China offers five-year tax breaks to chip makers, software developers to bolster industry as #tradewar stretches to #tech - SCMP
scmp.com/business/artic…
🇨🇳 🇺🇸 Chinese Company Tells Employees to Boycott US Products, as #TradeWar Propaganda Heats Up - The Epoch Times
theepochtimes.com/as-trade-war-p…
🇨🇳 🇺🇸 #Huawei executive accused of stealing trade secrets from microchip company (CNEX) backed by Microsoft and Dell - CNBC
cnbc.com/2019/05/22/hua…
🇨🇳 🇺🇸 Steve Bannon says killing #Huawei more important than trade deal with #China - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳🇰🇷 U.S. urges #SouthKorea to reject #Huawei goods, citing security risks: Chosun Ilbo - Reuters
reuters.com/article/us-hua…
🇯🇵 🇺🇸🇨🇳 Panasonic suspends some component shipments to #Huawei amid U.S. blacklist – Reuters
reuters.com/article/us-hua…
🇯🇵 🇺🇸🇨🇳 Toshiba says it's currently suspending semiconductor shipments to #Huawei, spokesman Ryoji Shinohara says, confirming an earlier Kyodo News report - Bloomberg
🇨🇳🇺🇸 #Huawei says its own operating system could be ready this year if it can’t use Google or Microsoft - CNBC
cnbc.com/2019/05/23/hua…
🇨🇳🇺🇸 #Huawei: ARM memo tells staff to stop working with #China’s tech giant - BBC
*"One analyst described the move, if it became long-term, as an “insurmountable” blow to Huawei’s business"❗
bbc.com/news/technolog…
🇨🇳🇺🇸 Donald #Trump’s trade war and #Huawei ban push #China to rethink economic ties with US - SCMP
scmp.com/economy/china-…
🇨🇳 🇺🇸 Going against international rules is a sure way to get hurt, and the goal of making America "great again" will only make it a laughing stock, the Chinese Communist Party’s flagship, People’s Daily, wrote in a commentary on Thursday.
*Link (Chinese): bit.ly/2ErbRC9
🇨🇳 🇺🇸 Some U.S. politicians are making moves to start a "#technology cold war," with the goal of curbing the development of other countries and establishing U.S. #tech hegemony - People’s Daily
*Link: bit.ly/2Qeycrx
🇨🇳 🇺🇸 #China Government Expert Sees Trade Tensions Lasting Until 2035 - Bloomberg
bloomberg.com/news/articles/…
🇺🇸🇨🇳 #Trump predicts 'fast' trade deal with #China - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Trump says 'dangerous' Huawei could be included in U.S.-#China #trade deal - Reuters
reuters.com/article/us-usa…
🇺🇸🇨🇳 In the meantime...

🇨🇳 🇺🇸 #Trump-Xi trade war summit at #G20 in #Japan still up in the air as ‘conditions not right’, #China adviser says - SCMP
scmp.com/economy/china-…
🇺🇸 🇨🇳 Microsoft Pulls #Huawei Products From One of Its #Cloud Server Catalogs - Bloomberg
bloomberg.com/news/articles/…
🇺🇸🇨🇳 #Trump planning more restrictions on #tech exports to #China - Politico
politico.com/story/2019/05/…
🇺🇸 🇨🇳 How the U.S.-#China #TradeWar Became a Conflict Over the Future of #Tech - Washington Post
wapo.st/2YHQyUP
🇺🇸 🇨🇳 #Agriculture | #Trump Administration Rolls Out $16 Billion #Farm-Aid Program - WSJ
wsj.com/articles/trump…
🇺🇸 🇨🇳 🇰🇷 U.S. Asks Samsung, Korean Cos. to Join Huawei Boycott - DongA Ilbo
*Link (Korean): news.donga.com/Main/3/all/201…
🇨🇳 🇰🇷 #China President Xi Jinping’s trip to #SouthKorea seems to have been called off, after Chinese officials cancelled a hotel reservation in relation to the visit, YTN reports, citing unidentified South Korean intelligence officials.
*Link (Korean): ytn.co.kr/_ln/0101_20190…
🇨🇳 🇺🇸 #China denounces U.S. “rumors” about #Huawei ties to #Beijing - CNBC
cnbc.com/2019/05/24/reu…
🇨🇳 🇺🇸 Escalated trade tensions disrupt #China's #pork imports from U.S. - Xinhua
*China recently canceled import order for up to 1,000 tonnes of U.S. pork.
xinhuanet.com/english/2019-0…
🇺🇸 🇨🇳 Latest #China Tariffs Will Cost $831 per Household - FBRNY
*Link: nyfed.org/2HRWrIl
🇺🇸 🇨🇳 Consumers in the US and #China are unequivocally the losers from trade tensions - IMF
*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
🇺🇸 🇨🇳 #IMF Says U.S. Is Paying #China Tariff Costs, Contrary to #Trump’s Claim - Bloomberg
*Link: bloom.bg/2Qko5kS
🇸🇬 🇨🇳 Singapore-based #Flextronics, which has its operational headquarters in Silicon Valley and is listed on Nasdaq, told employees on Thursday that it needed to suspend manufacturing for #Huawei - Nikkei
asia.nikkei.com/Spotlight/Huaw…
🇬🇧🇨🇳🇺🇸 British consumers dump Huawei phones as US-#China #tradewar sparks retail backlash - SCMP
scmp.com/news/china/art…
🇺🇸 🇨🇳 #Huawei’s Yearslong Rise Is Littered With Accusations of Theft and Dubious Ethics - WSJ
wsj.com/articles/huawe…
🇺🇸 🇨🇳 Caught between #Trump and its biggest market, America’s sole rare earths mine is an unusual victim in the US-#China #tradewar - SCMP
scmp.com/business/commo…
🇺🇸 🇨🇳 TV Hosts' #TradeWar Fight Goes Viral on Chinese Social Media - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 In one joke that has gone viral on WeChat, #China’s most popular social media app, China and the US are each allotted scores for every time they have blocked a company from the other country from entering their respective markets - FT
ft.com/content/d8f512…
🇺🇸 🇨🇳 🇻🇳 Americans Snap Up Imports From #Vietnam at #China’s Expense - Bloomberg
*Link: bloom.bg/2McL6YG
🇨🇳 🇺🇸 #China is indicating it’ll never give in to US demands to change its state-run economy - CNBC
*Xinhua link (Chinese): xinhuanet.com/world/2019-05/…
cnbc.com/2019/05/27/chi…
🇨🇳 🇺🇸 Chinese officials are trying to downplay the impact of the recent U.S. tariffs.

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…
🇨🇳 🇺🇸 2/ #China's vice minister of industry and information technology Wang Zhijun told Xinhua that the impact of U.S. tariffs on China's #manufacturing sector is generally controllable.
xinhuanet.com/english/2019-0…
🇺🇸 🇨🇳 US chipmaker AMD sees no new tech transfers with #China partner - Nikkei
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 #Huawei reviewing #FedEx relationship, says packages ‘diverted’ - Reuters
reuters.com/article/us-hua…
🇨🇳🇺🇸 #China paid record $22bn in corporate subsidies in 2018 - FT
ft.com/content/e29165…
🇺🇸 🇨🇳 Bannon Urges Trump to ‘Go All the Way’ in China #TradeWar - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 The #TradeWar’s Next Battle Could Be #China’s Access to Wall Street - NYT
nytimes.com/2019/05/28/bus…
🇨🇳 🇺🇸 Was this the moment US-#China #trade talks fell apart? - SCMP
*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
🇨🇳 🇺🇸 #China Gears Up to Weaponize #RareEarths in #TradeWar - Bloomberg
*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
🇨🇳 🇺🇸 People's Daily Signals #China May Use #Rare Earths in Trade Fight
*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…
🇨🇳 🇺🇸 An official at the National Development & Reform Commission also told CCTV that people in the country won’t be happy to see products made with exported rare earths being used to suppress #China’s development.
*Link (Chinese): yicai.com/news/100204501…
🇨🇳 🇺🇸 #China #RareEarths | Other media took similar tacks in their Wednesday editions:
*Global Times: bit.ly/2JJCWVv
*Xinhua: bit.ly/2WuymQW
* Shanghai Securities News (Chinese): bit.ly/2HI1sEf
🇨🇳🇺🇸 #China Accuses U.S. of Abusing #WTO National Security Exceptions – Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 I’m more and more convinced (bit.ly/2VZFErM) that participants don't understand that #China changed its stance and therefore they remain too much optimistic about a trade deal in the short term.

🇺🇸 🇨🇳 Rights group urges U.S. to sanction #China over #Xinjiang camps - Reuters
reuters.com/article/us-chi…
🇺🇸 🇨🇳 Americans in Poll Reject Trump's Claim That #China Pays Tariffs - Bloomberg
*Link: bloom.bg/2WbTI6g
*Monmouth University poll: bit.ly/30QY2qm
🇺🇸 🇨🇳 U.S. imposes new anti-dumping duties on Chinese mattresses, beer kegs – Reuters
*Link: reut.rs/2wrakI1
*Statement: bit.ly/2KbUoS5
🇨🇳🇺🇸 Taking aim at U.S., #China says provoking #trade disputes is 'naked economic terrorism' - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 If the U.S. acts arbitrarily, it will hurt its own international reputation and image and disrupt global cooperation, People’s Daily says in a commentary Thursday.
*Link (Chinese): bit.ly/2WbqLaK
🇨🇳 🇺🇸 #China asks state media to pick battles carefully with long US trade war looming, sources say - SCMP
scmp.com/economy/china-…
🇨🇳 🇺🇸 Commentary: China will withstand hard times of #tradewar - Xinhua
xinhuanet.com/english/2019-0…
🇨🇳 🇺🇸 #China Puts U.S. #Soy Buying on Hold as Tariff War Escalates - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Vice President Mike Pence plans hawkish #China speech as trade tensions boil - CNBC
cnbc.com/2019/05/30/vic…
🇺🇸 🇨🇳 Donald #Trump and Xi Jinping meeting firms for #G20 in #Japan next month - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 Hard for Xi, Trump to make progress on trade: former China central bank chief - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China to Set Up `Unreliable Entity' List After U.S. #Huawei Ban - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #Tech | Firms must pay the price for harming #China's interests: China Daily editorial
chinadaily.com.cn/a/201905/31/WS…
🇺🇸 #Trump's approval rating hits highest point in two years - The Hill
*The Harvard CAPS/Harris Poll online survey of 1,295 registered voters was conducted from May 29 to May 30.
thehill.com/homenews/admin…
🇺🇸 🇨🇳 U.S. begins collecting higher tariffs on Chinese goods arriving by sea - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 #China has decided to launch a probe into FedEx Corp. for “allegedly damaging legitimate rights and interests” of Chinese users, the state-run Xinhua News Agency says on Saturday (via Weibo).
*Link (Chinese): bit.ly/2QCAHE5
🇨🇳 🇺🇸 #China outlines factors to list unreliable foreign entities - Xinhua
*Link: bit.ly/2IbHiSj
🇨🇳 🇺🇸 #China Demands Respect as It Blames U.S. for Breakdown in Talks - Bloomberg
bloomberg.com/news/articles/…
One of the prerequisite for a trade deal is that the 🇺🇸 should remove all additional tariffs ❗ (in line with previous statements from chief negotiator Vice Premier Liu He and others).

*WANG: U.S. INSISTED SOME TARIFFS REMAIN IN PLACE AFTER A DEAL - BBG

🇨🇳 🇺🇸 Vice Commerce Minister Wang Shouwen didn’t confirm whether #Trump and Chinese President Xi Jinping would meet at the "G20 meeting at the end of June - CNBC
*Wang said only that #China will send representatives to those coming meetings in #Japan.
cnbc.com/2019/06/02/chi…
🇨🇳 🇺🇸 #China’s #Agriculture and Rural Affairs Minister Han Jun told Xinhua that China is unlikely to resume “normal” bilateral trade of commodities, including #soybeans, if the U.S. does not cancel punitive tariffs.
*Link (Chinese): bit.ly/2Mk0EJZ
🇨🇳 🇺🇸 #China securities regulator says trade war impact on markets is controllable - Reuters
uk.reuters.com/article/uk-chi…
🇨🇳 🇺🇸 #China Blacklist to Hit Firms Not Producing in China: Think Tank - People’s Daily
*Link (Chinese) paper.people.com.cn/rmrbhwb/html/2…
🇨🇳 🇺🇸 #China’s Ministry of Education warned students and scholars to consider the risks before studying overseas, following the U.S.’s recent restrictions of visa issuance to Chinese students - Statement
*Link (Chinese): bit.ly/2WdhIB8
🇺🇸 MAY ISM #MANUFACTURING: 52.1 V 53.0E (lowest since Oct. 2016)
- 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
🇺🇸 🇨🇳 U.S. Says #China Misrepresented Why #Trade Talks Broke Down - WSJ
*USTR link: bit.ly/2HRWepI
wsj.com/articles/u-s-a…
🇨🇳 🇺🇸 #China Issues Travel Advisory on U.S. Until Dec. 31 - Xinhua
- Ministry of Culture and Tourism cites “frequent” shootings, robbery and theft in the U.S. recently for the alert.
*Link (Chinese): bit.ly/2WmMA77
🇨🇳 🇺🇸 #China fines Ford's Changan venture $24 million for violating anti-monopoly law - Reuters
reuters.com/article/us-chi…
🇺🇸 🇨🇳 U.S. lawmakers push U.S.-listed Chinese firms to comply with financial oversight - Reuters
reuters.com/article/us-usa…
🇺🇸 🇹🇼 🇨🇳 U.S. pursues sale of over $2 billion in weapons to #Taiwan, sources say, in test for #China - Reuters
reuters.com/article/us-usa…
🇺🇸 🇹🇼 🇨🇳 #Taiwan put on US defence department list of ‘countries’ in latest move likely to goad #China - CNBC
scmp.com/news/china/dip…
🇺🇸 🇨🇳 #Trump Says He’ll Decide on Next #China Tariffs After #G20 - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. says that some #China products exported to the U.S. won’t be subject to tariff increase to 25% from 10% until June 15 - USTR
*Link: bit.ly/2Za2H55
🇺🇸 🇨🇳 #Pentagon: ‘#Huawei is too close to the government’ - CNBC
cnbc.com/2019/06/07/pen…
🇺🇸 🇨🇳 U.S. Treasury Secretary Steven Mnuchin urged #China to return to the terms the two countries had been negotiating before talks fell apart - WSJ
wsj.com/articles/trump…
🇺🇸 🇨🇳 #Trump is ‘perfectly happy’ to hit #China with new tariffs if Xi meeting doesn’t go well, Mnuchin says - CNBC
cnbc.com/2019/06/09/mnu…
🇨🇳 🇺🇸 #China will establish a mechanism for export control of sensitive technology, raising the spectre of tit-for-tat retaliation amid a souring trade dispute with the United States - FT
ft.com/content/47562f…
🇺🇸🇨🇳 Mnuchin says Trump could ease up on #Huawei if trade talks advance - Reuters
reuters.com/article/us-usa…
🇺🇸🇨🇳 Acting U.S. Budget Chief Seeks Reprieve on #Huawei Ban - WSJ
wsj.com/articles/actin…
🇺🇸 🇰🇷 🇨🇳 Some big #tech firms cut employees' access to #Huawei, muddying #5G rollout - Reuters
uk.reuters.com/article/us-usa…
🇨🇳 #China Warns "Tech Companies About Complying With Trade Restrictions - WSJ
wsj.com/articles/china…
🇺🇸 🇨🇳 Mulvaney Says Trump-Xi #G20 Meeting Not Likely a Deal Closer
"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…
🇺🇸 🇨🇳 Expectations low for #Trump-Xi talks, preparations limited - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 Two senators want the #Trump administration to push for another concession in its trade negotiations with #China: better protections for U.S. investors who buy shares of Chinese companies that are listed on American exchanges - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #China | US accused of undermining trade talks by demanding ‘hundreds’ of changes to Chinese law - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 White House says it will meet two-year deadline for #Huawei ban for contractors - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 #Tradewar | Another very interesting thread from @ChadBown (a must follow)

⬇

🇨🇳 #China set to produce first locally designed #DRAM chip - Nikkei
asia.nikkei.com/Economy/Trade-…
🇺🇸 🇨🇳 661 U.S. Companies and Associations Urge Administration to Avoid Tariff Escalation, Reach Resolution with #China - Statement
tariffshurt.com/news/661-u-s-c…
🇺🇸 🇨🇳 Kudlow Warns of Consequences If #China Spurns Trump Summit Invite - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 United States suspends WTO intellectual property litigation against #China - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 The U.S. and #China agreed to suspend the dispute on June 4, according to Bloomberg (citing a source familiar with the matter): bloom.bg/2KSSCpg
*Official Notice (WTO link): bit.ly/2Zl1EiS

🇺🇸 🇨🇳 #Trump Delayed Pence's Tiananmen Speech (also scheduled for June 4) in Hope of Xi Meeting - Bloomberg
*The president delayed the speech to avoid upsetting Beijing ahead of a potential meeting with Chinese President Xi.
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump also put off U.S. sanctions on Chinese surveillance companies that Pence planned to preview in his remarks - Bloomberg

🇺🇸 🇨🇳 Wilbur Ross Tempers Expectations of U.S.-#China #Trade Deal at #G20 - WSJ
wsj.com/articles/wilbu…
🇺🇸 🇨🇳 U.S. #chipmakers quietly lobby to ease #Huawei ban: sources - Reuters
reuters.com/article/us-hua…
🇺🇸 🇨🇳 #Huawei Braces for a Steep Drop in Overseas #Smartphone Sales - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Apple mulls shifting 15%-30% of output from China amid #tradewar - Nikkei
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 #TRUMP SAID US-#CHINA SHOULD REACH SOLUTION SOON DURING CALL: GAO - BBG
🇺🇸🇨🇳 Lighthizer to Meet 3China Trade Chief Before Presidential Summit – Bloomberg
bloomberg.com/news/articles/…
🇺🇸🇨🇳 U.S. CEOs to Meet #China Premier This Week as #Trade Woes Brew - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 The Nikkei reports US President Donald #Trump and Chinese President Xi Jinping are planning to meet over dinner on 29-Jun.
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 #China, U.S. to resume trade talks but China says demands must be met - Reuters
reuters.com/article/us-usa…
🇨🇳 🇺🇸 Impact of further US tariffs on Chinese economy likely limited - regulator in People's Daily - Reuters
*Link (Chinese): bit.ly/2KulIvT
reuters.com/article/us-chi…
🇺🇸 🇨🇳 #Trump Blacklists More #China #Tech Companies Days Before Xi Summit - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. Considers Requiring #5G Equipment for Domestic Use Be Made Outside #China - WSJ
wsj.com/articles/u-s-c…
🇨🇳 🇺🇸 #China says US-China trade teams in contact ahead of #G20 - AP
apnews.com/8c31a42abe7343…
🇺🇸 🇨🇳 #G20 | U.S. Plays Down Expectations for #Trump-Xi Meeting With Hard Line - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #G20 | #Trump Pressured by Congress to Stay Tough on #Huawei in Xi Summit - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #Huawei's U.S. research arm builds separate identity - Reuters
reuters.com/article/us-hua…
🇺🇸🇨🇳 #Trump 'comfortable with any outcome' from pivotal Xi talks: official - Reuters
reuters.com/article/us-g20…
🇨🇳 🇺🇸 #China Is Raising Tariffs on the United States and Lowering Them for Everybody Else - PIIE
*Link: bit.ly/2Lhe4Ez
🇺🇸 🇪🇺 🇨🇳 If the US forces enterprises including Nokia and Ericsson to move production lines out of #China, their business prospects in China will certainly be affected - Global Times
globaltimes.cn/content/115556…
🇯🇵 🇨🇳 Takashimaya will work with local authorities toward closing its #Shanghai store as soon as next year - Nikkei
*Recovery hard to see as #China consumption slows on impact of #trade tensions with U.S.
nikkei.com/article/DGXMZO…
🇨🇳 🇺🇸 #China Shouldn't Compromise Dealing With Hegemony - People's Daily
*China cannot secure long-lasting peace by showing weakness when faced with a hegemon.
*Link (Chinese): opinion.people.com.cn/n1/2019/0625/c…
🇺🇸🇨🇳 U.S. aims to restart #China trade talks, will not accept conditions on tariff use - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 The U.S. administration official noted that although the vice premier still led #China’s trade delegation, new names had been added to the list who could be hard-liners - Reuters

🇺🇸 🇨🇳 U.S. Set to Delay More #China Tariffs Ahead of #Trump-Xi Meeting - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 U.S. Tech Companies Sidestep a #Trump Ban, to Keep Selling to #Huawei - NYT
nytimes.com/2019/06/25/tec…
🇺🇸 🇨🇳 #Trump Warns of ‘Plan B’ on #China Trade: Billions More in Tariffs - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump-Xi trade meeting set for Saturday morning in Osaka: White House - Reuters
reuters.com/article/us-g20…
🇨🇳 🇺🇸 *NOT AWARE OF SCMP REPORT ABOUT A TENTATIVE #TRADE DEAL: GENG - BBG

scmp.com/economy/china-…
🇨🇳 🇺🇸 #Huawei Personnel Worked With #China’s Military on Research Projects - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China's Xi to Present Trump With Terms for Settling Trade Fight, Chinese Officials Say - WSJ
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…
🇨🇳 🇺🇸 3/ #Beijing also wants the U.S. to get #China to buy even more U.S. exports than Beijing said it would when the two leaders last met in December - WSJ

🇨🇳 🇺🇸 #China wants a ‘balanced’ trade deal at summit, but the US isn’t interested - CNBC
cnbc.com/2019/06/27/chi…
🇺🇸 🇨🇳 #Trump decision on #China tariffs depends on Xi meeting-U.S. official
reuters.com/article/usa-tr…
🇺🇸 🇨🇳 U.S., #China plan to meet on civil space in autumn: U.S. official - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 U.S., #China plan to meet on civil space in autumn: U.S. official - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 🇪🇺 U.S. and #China Quietly Agree on UN Cuts as They Feud Over #Trade - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 It's important to note that the Democrat candidate will probably be tough on #China as @realDonaldTrump shifted the lines.

🇺🇸 🇨🇳 Rubio calls for legislation to keep #Huawei restrictions in place - The Hill
*On Saturday, Senate Democratic Leader Charles Schumer (N.Y.) also pushed back on #Trump's reported move.
*Link: bit.ly/2FHGpjU

*My #G20 debrief:
🇺🇸🇨🇳 *WHITE HOUSE ECONOMIC DIRECTOR LARRY KUDLOW SPEAKS ON FOX NEWS
*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: LIKELY COMMERCE WILL GRANT MORE #HUAWEI SALES LICENSES
*KUDLOW: TRUMP NOT GRANTING `GENERAL AMNESTY' FOR HUAWEI

🇨🇳 🇺🇸 #China, US return to negotiation table but talks likely to get tougher as hurdles persist - Global Times
globaltimes.cn/content/115628…
🇺🇸 🇨🇳 U.S.-#China Trade Talks Are Back On but Obstacles Remain - WSJ
*Link: on.wsj.com/2XaIGd7
🇺🇸 🇨🇳 White House trade advisor Peter Navarro: ‘Complicated’ US-#China talks ‘will take time’ - CNBC
cnbc.com/2019/07/02/tru…
🇺🇸🇨🇳 U.S. government staff told to treat #Huawei as blacklisted - Reuters
reuters.com/article/us-chi…
🇨🇳 🇺🇸 #Huawei founder plays down effect of promised #Trump reprieve - FT
ft.com/content/3c0f59…
🇨🇳 🇺🇸 #Soybean #Pork #Corn | #CHINA CONSIDERS BUYING SOME U.S. #FARM PRODUCTS TO SHOW GOODWILL - BBG
🇺🇸 🇨🇳 *HP, DELL, MICROSOFT SHIFT SOME PRODUCTION OUT OF #CHINA: NIKKEI
*HP, DELL TO MOVE UP TO 30% NOTEBOOK OUTPUT OUT OF CHINA: NIKKEI
asia.nikkei.com/Economy/Trade-…
🇺🇸 🇨🇳 U.S.-#China Trade Talks Resume With Phone Calls, Kudlow Says - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump officials say U.S.-#China trade talks to resume next week - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 United States makes first-ever rice sale to #China: trade group - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 U.S. Says #Trade Talks Resuming as #China Demands End to Tariffs - Bloomberg
*Link: bloom.bg/2NyNCsQ
🇨🇳 🇲🇾 🇹🇭 🇻🇳🇺🇸 Southeast #Asia exports to the US surge as the trade war smolders on - Nikkei
*Production shift out of #China provides tailwinds to #Malaysia, #Vietnam and #Thailand
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 #China’s threat to blacklist US firms as security risk could be key weapon in latest #trade talks - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 U.S., #China Tentatively Move to Revive #Trade Talks - WSJ
wsj.com/articles/u-s-c…
🇺🇸 🇹🇼 🇨🇳 U.S. Approves Possible $2 Billion Arms Sale to #Taiwan - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 🇹🇼 *#CHINA: U.S. ARMS SALES TO #TAIWAN VIOLATES ONE-CHINA PRINCIPLE - BBG
🇺🇸 🇨🇳 Mnuchin spoke with #China Vice Premier Liu He on Tuesday - CNBC
cnbc.com/2019/07/09/lig…
🇨🇳 🇺🇸 #China’s Ministry of Commerce confirmed the conversation in a brief statement Wednesday morning, saying the two sides “exchanged opinions on implementing the consensus reached in Osaka”.
*MOFCOM statement (Chinese): bit.ly/2Ghxc2b

🇺🇸🇨🇳Treasury Sec. Steven Mnuchin and Trade Representative Robert Lighthizer will continue to speak with their #China counterparts on trade issues and perhaps make a trip there "shortly," Kellyanne Conway, counselor to President #Trump, tells reporters in Washington - Bloomberg
🇺🇸 🇨🇳 #Tradewar | A Reuters report previewing the talks cited sources who said the recent #Trump-Xi summit did little to address the high-profile structural issues that caused talks to break down in early May.
reuters.com/article/us-usa…
🇺🇸 🇨🇳 Kudlow: U.S. may never reach #trade #deal with #China - Politico
politico.com/story/2019/07/…
🇺🇸 🇨🇳 U.S. to approve sales it deems safe to blacklisted #Huawei - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 U.S. exempts some medical, electronic devices from #China #tariffs - Reuters
reuters.com/article/us-usa…
🇺🇸 🇨🇳 Donald Trump pushed #China to commit to buying US farm goods at #G20, but Xi Jinping avoided firm pledge - SCMP
scmp.com/economy/china-…
🇨🇳 🇺🇸 Pessimism dominated in conversations last week with about a dozen bureaucrats, government advisers and researchers in #China’s capital following the latest truce between Presidents Donald #Trump and Xi Jinping – Bloomberg
bloomberg.com/news/articles/…
🇺🇸🇨🇳 Mnuchin Said to Advise U.S. Firms to Seek #Huawei Exemptions - WSJ
wsj.com/articles/mnuch…
🇺🇸🇨🇳 #Trump administration is increasingly concerned about prospects for a #trade deal with #China, amid an unexpected reshuffling of the Chinese negotiating team and a lack of progress on core issues since the #G20 - Washington Post
washingtonpost.com/business/econo…
🇺🇸 🇨🇳 🇭🇰 #Trump Team Sends Defiant Signal to #Beijing by Meeting Activist - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 Walmart’s Supplier Says #China Factories in ‘Desperate’ State - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #Trump says #China is ‘letting us down’ by not buying US #farm products during trade talks - CNBC
cnbc.com/2019/07/11/tru…
🇺🇸 🇨🇳 #China Poses Top Threat for Decades Ahead, Top U.S. General Says - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 US bill calls for all-American effort to boost rare-earth supply – Nikkei
asia.nikkei.com/Economy/Trade-…
🇺🇸 🇨🇳 🇮🇷 U.S. officials push for sanctions on #China over #oil purchases from #Iran - Politico
politico.com/story/2019/07/…
🇨🇳🇺🇸🇹🇼 #CHINA SAYS TO SANCTION U.S. FIRMS INVOLVED IN #TAIWAN ARMS SALES - BBG
🇺🇸 🇨🇳 U.S. firms may get nod to restart "Huawei sales in two-four weeks - official - Reuters
reuters.com/article/us-hua…
🇨🇳 🇺🇸 #Huawei Plans Extensive Layoffs in the U.S. - WSJ
wsj.com/articles/huawe…
🇨🇳 🇺🇸 🇹🇼 #China says will freeze out U.S. companies that sell arms to #Taiwan - Reuters
reuters.com/article/us-chi…
🇨🇳 🇺🇸 #China’s commerce minister, joining #trade talks, says there’s need to ‘uphold our warrior spirit’ - Washington Post
*Link: wapo.st/2JIWZ43
🇨🇳 🇺🇸 #China’s hawkish new face in US talks Zhong Shan ‘shows #Beijing is not close to a #trade deal’ - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 #Trump says his friendship with Xi not as good - Politico
politico.com/story/2019/07/…
🇺🇸 🇨🇳 Tariffs on #China Don’t Cover the Costs of #Trump’s #TradeWar - NYT
nytimes.com/2019/07/15/bus…
🇺🇸 🇨🇳 #Trump Says He Could Impose More #China Tariffs If He Wants - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 US senators seek to lock in limits on #Huawei and keep it out of #trade talks - SCMP
scmp.com/news/world/uni…
🇨🇳 🇺🇸 #China's Treasury Holdings Extend Drop Amid Trade-War Escalation - Bloomberg
*Link: bloom.bg/2JKqQt0
🇺🇸 🇨🇳 U.S.-#China Talks Stuck in Rut Over #Huawei - WSJ
wsj.com/articles/u-s-c…
🇨🇳 🇺🇸 #China tells Donald #Trump: make up your mind whether you want a #trade deal - SCMP
scmp.com/news/china/dip…
🇨🇳 🇺🇸 🌎 More than 50 global companies, including Apple and Nintendo, have announced or are considering plans to move production out of #China - Nikkei
asia.nikkei.com/Economy/Trade-…
🇨🇳 🇺🇸 #China Preps for Seaside Conclave That May Shape U.S. Trade Fight - Bloomberg
*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/…
🇺🇸 🇨🇳 U.S. and #China #Trade Negotiators Spoke by Phone, Lighthizer Says - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 Mnuchin, Kudlow Invite U.S. #Tech Giants to Discuss #Huawei Ban - Bloomberg
bloomberg.com/news/articles/…
🇨🇳 🇺🇸 #China, US said to be wrangling over text before #trade talks can resume - SCMP
scmp.com/news/china/dip…
🇺🇸 🇨🇳 #Technology Supplier to U.S. Police Agencies Bans Chinese Drones - Bloomberg
bloomberg.com/news/articles/…
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Christophe Barraud🛢
@C_Barraud
🇺🇸 🇨🇳 #G20 (1) | After Trump and Xi met on Saturday, the two countries plan to restart trade talks. Following his request to hold a conversation with Xi, Trump had to make 3 concessions ❗ to restart discussions and get a vague Chinese commitment to buy US agricultural products.
🇺🇸 🇨🇳 #G20 (2) | The US compromises came despite, ahead of the meeting, Xi Jinping spared no opportunity to paint the U.S. as the bad guy in #China’s spiraling trade conflict, while avoiding the provocative step of naming Trump personally - Bloomberg
bloomberg.com/news/articles/…
🇺🇸 🇨🇳 #G20 (3) | Looking at the details, #Trump told reporters 1/ he wouldn’t put additional tariffs on #China for the “time being” (until there is progress in negotiations)…
Read 12 tweets
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Christophe Barraud🛢
@C_Barraud
🇺🇸 #SPX (1) | Equities ⬆ significantly since Dec. lows with participants not taking into account:
1/ the global synchronised slowdown that should be associated with a global trade contraction (YoY) soon
2/ the likely earnings recession in U.S. (and 🇪🇺)
🇺🇸 #SPX (2) | The move can be partly explained by the dovish switch in CBs:
1/ #Fed makes a pause in ⬆ rates and should should stop ⬇ its BS by year-end
2/ #ECB is likely to delay its 1st rate ⬆ and will launch new TLTROs
3/ #BOJ is considering 4 options for extra easing
🇺🇸 #SPX (3) | This easing charge has significant repercussions on asset prices leading to a sharp ⬆ of bonds trading with negative yields (up 60% since Oct. according to a Bloomberg/Barclays index)

➡ #TINA can also explain why investors have rushed into other risky assets
Read 10 tweets
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Christophe Barraud🛢
@C_Barraud
🇨🇳 #CHINA Q3 GDP Y/Y: 6.5% V 6.6%E (slowest growth since Q1 2009)
*NBS spokesman Mao Shengyong said that the international situation was bringing “downward pressure” on China.
*Link: bloom.bg/2RVX1ZA
🇫🇷 🇪🇺 🇨🇳 French tire maker Michelin warned of declining sales in Europe and #China in the second half of the year, dragging down shares of its competitors in the U.S. and Europe - Bloomberg
*Statement: bit.ly/2EujhqH
🇺🇸🇨🇳🇪🇺 In a volley of filings, the EU, #China and the U.S. this week escalated disputes over new U.S. metals tariffs, the European response to those levies, and Chinese intellectual property practices - Bloomberg
bloomberg.com/news/articles/…
Read 634 tweets

Related threads

Profile picture
Lisa Kramer
@LisaKramer
UofT has announced a 1.3% salary raise for all tenure-stream faculty members who are women. I’m grateful for the raise, and I’m also grateful that as a tenured full professor I have the freedom to offer the following critical commentary. 1/N utoronto.ca/news/u-t-imple…
The 1.3% raise is based on a regression model that included outcome variables on the right-hand side that are themselves prone to implicit bias, such as rank, indicators for chairs and professorships, and “other relevant factors”. 2/N
Hello endogeneity. When you try to explain an outcome like salary using outcomes that are themselves prone to implicit bias, you can end up with nonsense estimates. 3/N
Read 11 tweets
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Shannon
@Avery1776
1) @MischaEDM is correct. #BlueFocus #BlueVision is a problem. I would not be surprised if tied into Integrity Initiative, et al. At a minimum same model.
@BenKTallmadge @CarrollQuigley1 @ECEverett1 @SeekerOTL @We_Have_Risen @wynterklaus @almostjingo @ECEverett1 @SeekerOTL
2) See this here? This is China's Integrity Initiative who is ALSO working with our precious Silicon Valley. I am just now looking into this and putting enough information in this thread for other researchers to get started.
3) Apr 24/15. CEO of China’s BlueFocus not your average Mad Man, Globe and Mail
theglobeandmail.com/report-on-busi…
Read 25 tweets
Profile picture
Matt Schrader
@tombschrader
Actually, let me be a little more specific here as to why I tend to look askance at the output of the John L Thornton Center at the Brookings Institute on the question of US-China relations. Time for a thread!
Let's start with Mr Thornton himself. He is the executive chairman of Barrick Gold, the world's largest gold mining company. He was also head of Brookings' board of trustees from 2003-2018. He has given Brookings a lot of money, which is why its China center is named for him.
Mr Thornton has been all-in on the PRC for a long time. In 2003 he became the first non-Chinese full professor at Tsinghua University since the founding of the People’s Republic of China in 1949. He still holds several senior positions there.
Read 27 tweets
Profile picture
Headsnipe01
@Headsnipe011
Grassley Statement on Reported Arrest of Huawei Executive

@drawandstrike @catesduane @rising_serpent @almostjingo @tracybeanz @TheChiIIum @hfinch63 @Quodverum_ @headsnipe01

grassley.senate.gov/news/news-rele…
WASHINGTON – Senate Judiciary Committee Chairman Chuck Grassley of Iowa issued the following statement on the recently reported arrest of Huawei’s Global Chief Financial Officer, Meng Wanzhou.
“The arrest of Meng Wanzhou underscores a troubling trend of Chinese companies and state actors flouting the rule of law and stealing from U.S. companies. Ms. Wanzhou’s arrest comes on the heels of the October arrest of Yanjun Xu,
Read 12 tweets
Profile picture
Ruby🇺🇸♥️
@Patriotess_Ruby
CFO of Chinese tech giant Huawei arrested in Vancouver, sought by U.S. for extradition

cbc.ca/news/politics/…
#MengWanzhou is the deputy chairwoman and CFO for the #Chinese tech giant #Huawei. According to reports she is #wanted by the United States for allegedly contravening U.S. #TradeSanctionsAgainstIran (fensifuwu.com)
Canadian officials have arrested #WanzhouMeng, the chief financial officer and deputy chairwoman of the board for the #ChineseTechGiant #Huawei

#Meng was #arrested in Vancouver on Saturday and is being sought for #extradition by the #UnitedStates
Read 10 tweets
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Andrew Parkin
@parkinac
I like to think I don't rant too often, but I have a short one to share on this article -- it's really a rant about journalism and data literacy ==> Goodbye Toronto, hello Winnipeg: Are Canada’s young giving up their big city dreams? - The Globe and Mail
theglobeandmail.com/investing/pers…
My issue is that I have no idea why the article insists that "more data are needed to conclude that millennials are giving up on their big city dreams"
Because: isn't there a census every five years? And isn't all the data available online?
www12.statcan.gc.ca/census-recense…
www12.statcan.gc.ca/census-recense…
Read 10 tweets

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