It’s a ping pong market over U.S.-China trade talks
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China hints at limited trade deal if U.S. backs off on tariffs
A Chinese official with "direct knowledge of the talks" has told Bloomberg that China is open to reaching a partial trade deal with the United States. In exchange for the U.S. agreeing not to impose any more tariffs--including two rounds set to take effect in October...
Does the White House understand that settling the U.S.-China trade dispute isn’t like negotiating a deal to buy a car?
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
Not surprisingly U.S.-China trade war rhetoric heats up ahead of renewal of talks
Today the Trump administration put eight of China's technology giants on a blacklist over alleged human rights violations against Muslim minorities. And China signaled that it would retaliate over the blacklist. Foreign ministry spokesman Geng Shuang told reporters...
As trade talks resume, U.S. and China even disagree about what’s on the table
Ahead of the resumption of U.S.-China trade talks, Vice Premier Liu He, who will lead the Chinese delegation, is saying that China's newest offer won't include any commitments on reforming China's policies on forced technology transfers or government subsidies to...
How does a company navigate this tariff mess? Apple gets tariff waivers on 10 Chinese parts but not on 5 others.
Today, Monday, September 30, the office of the U.S. Trade Representative denied Apple's (AAPL) request for relief from 25% tariffs on the optional wheels for the Mac Pro, a circuit board for managing input and output ports, power adapter, charging cable and a cooling...
The People’s Bank responds to Friday’s financial market access gambit from White House
Just days after Bloomberg reported that the Trump Administration is thinking of restricting cash flows from US investors into Chinese companies, the People's Bank of China said it would step up stimulus measures to counteract the effects of the U.S.-China trade war....
Market retreats on news that Trump administration is looking at ways to restrict U.S. portfolio flows into China
I think I know where this is coming from but the news certainty hit the market from left field today. Bloomberg is reporting that the Trump administration is discussing ways to restrict portfolio flows into China's stocks. Chinese companies traded in the United States...
China’s economy continues to weaken
The manufacturing sector--thanks to the U.S.-China trade war--continues to slow China’s economy. But the real problem may be an underperformance in the services sector that makes it impossible for that sector to pick up the slack. The end result is that the third...
Stocks slide, bonds rally on pessimism of a thousand cuts
Stocks were down this morning with the Standard & Poor's 500 falling 1.01% as of 1 p.m. New York time and bonds were up with Treasury prices climbing to send the yield on the 10-year Treasury down 8 basis points to 1.64%. The move down wasn't the result of a...
Trick or Trend: Does the Chinese cancellation of a planned farm tour mark a swing back to trade pessimism.
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. It was...Jim’s Stock Alerts
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