Trade war
Trump’s trade war and the persistence of magical thinking
The tariffs have been effective at one thing: generating political theatre while imposing costs on American households and businesses
Europe’s critical raw materials strategy
How the European Union can build resilience without abandoning its commitment to fair play
Weaponisation of finance over geopolitics a concern, says GIC’s CEO
Disruptions to trade, security and supply chains have been costly, he says
China urges US to avoid ‘red lines’ after reaching trade truce
Trump has said that he and Xi talked about Nvidia’s access to the Asian nation in general and that the company would continue conversations with Beijing
US-China tango, Fed cuts & QT end and Dr Copper’s pulse
Did the intricate dance between the US and China bring genuine relief or merely a temporary truce? What is mega-cap earnings and Dr Copper telling us? Pete Tan from Phillip Securities has the analysis...
Chinese exporters bet that Xi-Trump tariff truce won’t last
Having factories both at home and abroad has provided more of a sense of security for many China-based exporters
China to buy 12 million metric tons of US soybeans this season, Bessent says
[CHICAGO] US Treasury Secretary Scott Bessent said on Thursday that China has agreed to buy 12 million metric tons of American soybeans during the current season through January, down from 22.5 millio...
Trump-Xi meeting: An economic truce born of mutual pain
The world’s two largest economies have discovered that neither can afford unlimited confrontation – at least for now
Trump-Xi meeting on tariffs, rare earths: Quick takes from analysts
Both leaders sounding optimistic about cooling trade tension between the world’s two largest economies
Trump, Xi meeting ends after around 90 minutes of trade talks
Details of the framework deal have trickled out in the days since the talks in Malaysia
