Podcasts about China trade

The U.S.-China Trade Landscape: Dan Harris on Opportunities and ChallengesWelcome to a compelling episode of the Asia Business Podcast, where we have the privilege of diving into the complex world of international trade and business relationships with China. Our special guest, Dan Harris, founding partner at Harris Sliwoski and renowned author of the China Law Blog, brings a wealth of expertise and candid insights into the current trade dynamics and business environment amidst the shifting sands of international relations.Introducing Dan HarrisConnect with DanDan Harris is a distinguished legal expert with extensive experience in navigating the legal landscapes of China and other emerging markets. Known for his prolific contributions to major publications like The Wall Street Journal, The New York Times, and Forbes, Dan is a thought leader whose perspectives are highly valued by businesses operating on the global stage. Drawing from his vast experience, Dan provides an unfiltered view of the challenges and opportunities that come with doing business in China.The Complexities of Tariffs and Trade RelationsIn this episode, we delve into the intricate world of tariffs with Dan Harris. The discussion highlights the unpredictable nature of current trade policies under the administration, particularly with the ongoing tariff tensions between the United States and China. Dan shares his observations on the challenges companies face in managing tariffs and the varying strategies they are employing to navigate these turbulent waters.Despite not being a "tariff person" by trade, Dan has found himself entrenched in the subject due to its pervasive impact on his clients. As tariffs remain a key tool for leveraging international negotiations, Dan elucidates the difficulties in predicting policy outcomes and advises companies to make informed decisions rather than hasty moves that could lead to greater risks.The Reality of Manufacturing ShiftsDan discusses the nuances of shifting manufacturing from China to countries like Cambodia. While some companies are scrambling to escape high tariffs by relocating manufacturing, Dan warns of the complexities and potential pitfalls involved. He illustrates how many companies risk falling into traps of willful ignorance regarding the origins and true nature of their products.Through concrete examples, Dan shows how businesses are reacting to tariffs with varying degrees of success, from opportunistic legal maneuvers to panicked relocations that may not fully alleviate risk. His insights remind us that strategic, informed decision-making is crucial for navigating the ever-evolving landscape of international trade.Business Environment in China: Past and PresentReflecting on the changes in China's business environment, Dan Harris offers a historical perspective on the shifts in regulatory practices and the current state of affairs for foreign companies. While challenges remain, he argues that, in many respects, it has become easier to do business in China with clearer laws and better enforcement against unfair competition.Dan shares how his early optimism about China's market potential evolved over time, highlighting both his successes and misjudgments in this complex arena. Yet, he remains hopeful about China's future, emphasizing the intrinsic dynamism and adaptability of its people and businesses.Final Thoughts on US-China Trade DynamicsThe conversation rounds off with a discussion on the US government's recent decisions in the tech sector, particularly concerning Nvidia's ability to sell chips to China. Dan underscores the importance of clear policies and consistent application of rules, not only to foster better business environments but to maintain a stable international order.This episode, rich with firsthand insights from Dan Harris, provides valuable lessons for anyone involved in or considering entry into the Chinese market. His experienced perspective offers both caution and optimism for navigating the current trade landscape.Thank you for tuning in to this insightful episode. If you wish to explore more about international trade strategies or seek guidance in navigating complex markets like China, consider reaching out to experts like Dan Harris and staying informed through platforms like the China Law Blog.Timestamps00:00 Introduction and Today's Topics00:39 Meet the Co-Host: Chris01:04 Introducing Dan Harris01:46 Dan's Impact on Business in China03:07 Discussion on Tariffs and Trade05:55 Client Reactions to Tariffs08:43 Legal and Ethical Considerations12:07 Strategies to Mitigate Tariff Impact22:00 Transition to Business Environment in China22:26 US-China Tech Relations25:58 Dan's Perspective on China32:00 Business Trends in China34:39 Conclusion and Final Thoughts ProducerJacob ThomasFollow UsLinkedInApple Podcasts

Midnight last night was the deadline Donald Trump had set for China to reach a deal over trade tariffs. But just hours before it expired the US president extended it again – for another 90 days. We speak to one US business feeling the sharp end of import duties. In a busy week for the US President, Sean Farrington talks Russian sanctions and whether they can actually work. And how much money are Crystal Palace likely to lose as a result of their demotion to the third tier of European football, the Conference League?

Seg 1 – The Japanification of ChinaSeg 2 – China Trade and the AI Space RaceSeg 3 – China MIA?Seg 4 – A Precarious Future for Taiwan

Trump's global trade deals are expected to wrap up by Friday, with China taking longer. The PBD crew reacts to Howard Lutnick's bold claim, Trump's demand for open markets, and how his no-more-free-buffet mindset could reset global trade rules.

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

On this episode of Frontlines, host Shaun Haney and Jacob Shapiro of the Bespoke Group dig into the global power plays currently rippling through agriculture and commodity markets. From China’s political manoeuvring to the long game of trade wars, this episode is packed with context for anyone watching market signals. Here’s what you’ll hear: China’s... Read More

Discord Channel: https://discord.gg/pqKsMKp6SA LIVE today at 2 pm PT on Trader Merlin What We're Covering Today:

Trade negotiations overseas continue to draw focus for investors and traders alike, says Sam Vadas. U.S. and China officials have continued talks in Stockholm as the 2 largest economies look to come to a deal ahead of a self-imposed Aug. 12 deadline. Meanwhile, Sam maps out the market reaction to the U.S. and E.U. trade agreement and what it means to global trade as Aug. 1 approaches. Later, she looks into UPS Inc. (UPS) earnings after an earnings miss.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

U.S. Treasury Secretary Scott Bessent resumes trade talks with Chinese counterparts in Sweden. The very latest, this hour. Plus, the CEOs of Sofi, Sysco and Royal Caribbean react to their earnings reports. Sofi seeing a 44% jump in revenue year-over-year while Royal Caribbean lifts its profit forecast on strong cruise demand.

Senior Chinese and U.S. official meet in Stockholm, trying to establish the outlines of a trade deal. What's most important from a Chinese perspective? We're live in Beijing with the latest. Then with stocks touching new all-time highs should investors be concerned about some of the drivers of the rally? A look at some of the ‘froth' in the market. Plus new iPhone sales data out of China could shed light on what to expect from Apple's earnings report later this week. Those numbers, this hour.

Federal cuts could impact Norman's weather service.The Thunder makes a deal to keep Shai Gilgeous-Alexander.Trade tensions with China are impacting specialty agricultural products. You can find the KOSU Daily wherever you get your podcasts, you can also subscribe, rate us and leave a comment.You can keep up to date on all the latest news throughout the day at KOSU.org and make sure to follow us on Facebook, Tik Tok and Instagram at KOSU Radio.This is The KOSU Daily, Oklahoma news, every weekday.

Hello everyone, it's Bill Thompson – T Bill. Some of the things covered on today's session include:The markets are at record highs. A deeper look into the recent economic numbers.  The United States and China have reached a trade agreement. A potential big July for the box office. 

The latest core PCE price index showed a 2.7% increase, higher than Wall Street estimates. Kevin Hincks says investors aren't reacting too harshly to the numbers as members of the Fed target a potential interest rate cut in September. He notes the trade deal framework between the U.S. and China acting as a bullish buffer to that print.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

Grain trade snapped a four-day losing streak on Friday, while cattle futures finished $3-$4 higher. Sue Martin with Ag & Investment Services breaks down Friday's factors.

In this fiery segment, the host breaks down a so-called "China trade deal" that's anything but. Despite media buzz, key tariffs remain untouched while the U.S. agrees to welcome Chinese students—days after intercepting an alleged Chinese bioweapon. The episode dives deep into how Biden-era rare earth policy left Trump cornered in negotiations, granting China leverage over U.S. supply chains. It also uncovers the true nature of an ICE raid in L.A.—not a simple immigration sweep, but a cartel money laundering bust. As Democrats erupt, connections between cartel operations and political protection are laid bare. This explosive commentary exposes geopolitical betrayal, national security risks, and the corrupt convergence of crime and politics.

On this week's Mean Age Daydream, Brian breaks down the ICE protests in his Los Angeles home, the truth, and the absurdity of media spin on violent protests. Also: Libertarian Party's "Pride" post goes nuclear, and Trump makes a tariff deal with China. Check out ⁠https://Joincrowdhealth.com⁠ and use code lions to get started for just $99 and take control of your healthcare! Help support what we do and grow our show! Also get a Lions of Liberty Christmas Mug for subscribing or upgrading to an annual support level! ⁠https://patreon.com/lionsofliberty⁠ OR support us on Locals! ⁠https://lionsofliberty.locals.com/⁠ Subscribe to the all new FIRST EPISODE PODCAST! ⁠https://cms.megaphone.fm/channel/ENTS⁠... First Episode Pod on Rumble: ⁠https://rumble.com/c/c-5679432 Learn more about your ad choices. Visit megaphone.fm/adchoices

LA Riots; Free Speech; China Trade; Musk; Fort Lee; Nazis?; Sinwar | Yaron Brook Show

Treasury Secretary Scott Bessent questioned at a House committee on a U.S.-China trade agreement announced by President Donald Trump; House considers a resolution to make changes to the tax cut & spending cut Budget Reconciliation bill (aka One Big Beautiful Bill) but Republicans and Democrats disagree about how significant today's vote really is; House also debates a bill to classify fentanyl permanently as schedule one, reserved for the most dangerous drugs; House debates a bill to revoke Washington, DC's "sanctuary city" law; Attorney General Pam Bondi says the Trump administration is not afraid of going further than using the Marine Corps and California National Guard when dealing with anti-federal immigration enforcement protests in Los Angeles, while California Gov. Gavin Newsom says, "Democracy is under assault before our eyes. This moment we have feared has arrived"; FAA Administrator nominee Bryan Bedford testifies before a Senate committee; Defense Secretary Pete Hegseth is questioned by Sen. Mitch McConnell (R-KY) on Ukraine war policy; tonight is the annual Congressional Baseball Game. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's Mean Age Daydream, Brian breaks down the ICE protests in his Los Angeles home, the truth, and the absurdity of media spin on violent protests. Also: Libertarian Party's "Pride" post goes nuclear, and Trump makes a tariff deal with China. Check out ⁠https://Joincrowdhealth.com⁠ and use code lions to get started for just $99 and take control of your healthcare! Help support what we do and grow our show! Also get a Lions of Liberty Christmas Mug for subscribing or upgrading to an annual support level! ⁠https://patreon.com/lionsofliberty⁠ OR support us on Locals! ⁠https://lionsofliberty.locals.com/⁠ Subscribe to the all new FIRST EPISODE PODCAST! ⁠https://cms.megaphone.fm/channel/ENTS⁠... First Episode Pod on Rumble: ⁠https://rumble.com/c/c-5679432 Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Green kicks off the trading day with a look at headlines out of the U.K. as U.S. and China representatives point to progress in trade discussions. KG later looks at the move in Tesla (TSLA) as Elon Musk provides a tentative June 22 start date for its Robotaxi business in Austin.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Corn and wheat settled within a penny of unchanged, while soybeans were down as much as 7 cents. Feeder cattle traded $1.50 to $2 lower. Arlan Suderman, Chief Commodities Economist at StoneX, breaks down Wednesday's trade. Topics: - Narrow swings in grains - WASDE preview - Ethanol production - "Trade" announcement - Cash cattle vs. futures

This week on Sinica, I chat with Jostein Hauge, political economist and an Assistant Professor in Development Studies at the University of Cambridge, based at the Centre of Development Studies and the Department of Politics and International Studies, and author of the book The Future of the Factory: How Megatrends are Changing Industrialization.3:09 – Self Introduction: Jostein Hauge4:23 – Anti-China Sentiment in Western Discourse7:40 – Misconceptions and Prevailing Narratives10:08 – Technological Transfer and the Political Economy12:18 – Historical Periods of Economic Rivalry 14:36 – Evolving Industrial Policy: From Japan's MITI to China and the U.S. today18:59 – China's Contemporary Industrial Policy: Quality or Quantity? 21:13 – China as a Rising Power: Is History Repeating?24:18 – The Sustainability of China's Industrial Policy 26:43 – China, Overcapacity, and Global Imbalances34:07 – Overcapacity: Economic Reality or Ideological Construct?36:04 – China's domination in the renewable energy market39:13 – China's greenhouse gas emissions43:17 – How China is reshaping the IP regime 48:14 – The U.S. national security stance and the trade war with China55:10 – Europe's approach to ChinaPaying it forward: Kyle Chan at High CapacityRecommendations:Jostein: The White Lotus (TV Series)Kaiser: The Raider: The Untold Story of a Renegade Marine and the Birth of U.S. Special Forces in World War II by Stephen R. PlattSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Commerce Secretary Howard Lutnick says he hopes negotiations will wrap up tonight. Plus: Tesla stock continues its rebound following last week's rout. And shares of J.M. Smucker drop after the Hostess owner posts lower sales. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, Jim Cramer and David Faber discussed the markets paying close attention to developments in London, where the U.S. and Chinabegan a second day of trade talks. Disney CEO Bob Iger joined the program exclusively to discuss the company agreeing to pay Comcast an additional $439 million dollars for its stake in Hulu, giving Disney complete control of the streaming service. Also in focus: Apple WWDC underwhelms Wall Street, Meta CEO Mark Zuckerberg reportedly hiring to set up a new AI team, Cramer explores stocks taking on "meme" characteristics, McDonald's downgraded again. Disclosure: Comcast is the parent of NBCUniversal, of which CNBC is a unit. Squawk on the Street Disclaimer

The mood is cautious as investors keep a close eye on the trade talks which restarted in London, A deal on access to China's rare earth minerals is the US's priority, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors

Andrew and Hicks discuss the state of the podcast, Apple's WWDC conferance, Trump accounts, and an update on China trade talks. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

MRKT Matrix - Tuesday, June 10th S&P 500 rises for a third day as traders hope for progress on U.S.-China trade talks (CNBC) Apple's WWDC underwhelms on AI, but software gets biggest facelift in over a decade (CNBC) OpenAI claims to have hit $10B in annual revenue (TechCrunch) News Sites Are Getting Crushed by Google's New AI Tools (WSJ) Zuckerberg Is Personally Recruiting New ‘Superintelligence' AI Team at Meta (Bloomberg) Huawei Founder Waves Off Chip Curbs as Trade Talks Proceed (Bloomberg) TSMC's May Revenue Surges 40% in Sign of Resilient AI Demand (Bloomberg) Wary Wall Street Positioning Leaves Room for S&P 500 to Rally (Bloomberg) Popular US Treasury Bet Risks Being Next Pain Trade, BNP Warns (Bloomberg) --- Subscribe to our newsletter: ⁠https://riskreversalmedia.beehiiv.com/subscribe⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

LA Riots; Greta for Hamas; SCOTUS; China Trade; Middle Class; Gene Editing | Yaron Brook Show

Plus: President Trump deploys the National Guard to Los Angeles as clashes between protesters and law enforcement continue. And Apple prepares to kick off its annual developers conference. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Negotiators from the two countries are expected to discuss export controls for rare-earth minerals and jet engines, among other items. Plus: Warner Bros. Discovery shares fell after it announced plans to split the company in two. And Apple stock slid as its artificial intelligence announcements disappointed some investors. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

We begin with the U.S. markets, and the S&P 500 is now about 2.5% away from its all-time high after a better-than-expected jobs report on Friday gave stocks another boost. Plus, Apple is also in focus today. Shares are down double digits year to date, and investors are looking for the latest AI developments from the iPhone maker at its Worldwide Developers Conference. And later, a potential trade deal could have a major impact on Apple and other tech companies. U.S.-China trade talks are set to resume in London today. A call last week between President Trump and Chinese President Xi has renewed hopes for a breakthrough. 

U.S.-China trade tensions ramping up, as President Trump weighs in on his exchanges with China's President Xi Jinping. How the markets are handling the latest developments, and what we can expect from other trade deals in the works. Plus Doses and Deals. Pharma in focus as M&A heats up in the space. The names one top health care anlayst is watching as potential takeout targets.Fast Money Disclaimer

Today's Headlines: Twelve people were severely injured in Boulder, Colorado, after Mohamed Sabry Soliman, an Egyptian national, attacked a weekly pro-hostage-release walk with a homemade flamethrower; the FBI charged him with a federal hate crime after discovering he had planned the attack for a year. In Ukraine, officials say they destroyed 40 Russian nuclear-capable bombers in a drone strike, a move some Russian commentators likened to Pearl Harbor. Trade tensions with China are escalating after mutual accusations of violating last month's handshake agreement, with China vowing retaliation. In Poland, conservative Karol Nawrocki narrowly won the presidency in a record-turnout election. Meanwhile, new reporting reveals the Trump administration is using Peter Thiel's Palantir to centralize massive amounts of citizen data across federal agencies. Despite this, newly uncovered data shows the U.S. knowingly deported Venezuelans with no criminal records to El Salvador's CECOT prison under dubious terrorism claims—while quietly admitting more white South African refugees. Lastly, law firms that cooperated with Trump are now losing corporate clients like Oracle and McDonald's, who question whether these firms can be trusted to defend their interests. Resources/Articles mentioned in this episode: AP News: What we know about the man charged in the attack in Boulder, Colorado AP News: Ukraine's drone attack on Russian warplanes was a serious blow to the Kremlin's strategic arsenal Axios: China accuses U.S. of violating trade truce, vows "forceful measures" Reuters: Polish nationalist Nawrocki wins presidency in setback for pro-EU government NY Times: Trump Taps Palantir to Compile Data on Americans ProPublica: Trump administration knew most Venezuelans deported from Texas to a Salvadoran prison had no U.S. convictions AP News: More white South Africans arrive in the US under a new refugee program WSJ: The Law Firms That Appeased Trump—and Angered Their Clients Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Tensions are once again escalating between the world's two largest economies. Last week, President Trump accused China of violating the terms of the trade truce, with the U.S. Trade Representative accusing China of restricting the flow of critical minerals. And on Monday, China accused the U.S. of violating the agreement with new restrictions on the export of U.S. computer chips. Also on today's show: why non-alcoholic beer is on the rise and what to know about the proposed "Trump Accounts" for newborns.

Tensions are once again escalating between the world's two largest economies. Last week, President Trump accused China of violating the terms of the trade truce, with the U.S. Trade Representative accusing China of restricting the flow of critical minerals. And on Monday, China accused the U.S. of violating the agreement with new restrictions on the export of U.S. computer chips. Also on today's show: why non-alcoholic beer is on the rise and what to know about the proposed "Trump Accounts" for newborns.

Renewed trade tensions are pressuring stocks, with China accusing the U.S. of violating their agreements in Geneva. We have the latest from the White House and the potential impact on President Trump's tax and spending bill. Plus, health care sat out the May rally, posting its worst month since December. We look at where investors can find opportunities in the space. And Brian Sullivan is in Alaska for a closer look at the Trump Administration's LNG pipeline there.

Welcome to China Compass on the Fight Laugh Feast Network! I'm your China travel guide, Missionary Ben, coming to you from the Pacific Northwest! Follow me on Twitter/X (@chinaadventures) where I post daily reminders to pray for China (PrayforChina.us). X is also the best way to contact me. Just follow and either tag me in a message or send a DM. After discussing Trump’s China trade truce trouble and potential Chinese student deportations (1:00), I talk a bit about the Uyghur diaspora’s problems with Chinese spies and the mechanism China has used to control them for many decades (24:36). Lastly, we cover this week’s Chinese cities to pray for (34:27), followed by a couple of new stories about playing “hide ‘n seek” with the Chinese police 10 years ago this week (40:42). Trump's China Truce Not Going So Well https://truthsocial.com/@realDonaldTrump/posts/114596705340367716 https://www.cnn.com/2025/05/29/china/china-us-truce-chips-student-visa-intl-hnk https://www.cnn.com/2025/05/29/politics/us-china-trade-talk-frustration Uyghurs welcome Turkey's crackdown on Chinese spy ring https://asia.nikkei.com/Politics/International-relations/Uyghurs-welcome-Turkey-s-crackdown-on-Chinese-spy-ring https://en.m.wikipedia.org/wiki/Xinjiang_Production_and_Construction_Corps Pray for China (June 1-7) https://chinacall.substack.com/p/pray-for-china-june-1-7-2025 Hide ‘N Seek with the Chinese Police (10 Years Ago This Week) Hezheng (June 1, 2015) - Teammates Arrested Linxia (June 5, 2015) - Grocery Store/Van Incident Unbeaten Confronting the Lies (and Laughter) of the Chinese Communist Police The story of my arrest, interrogation, and deportation from China in 2018: Unbeaten.vip Please follow/subscribe to China Compass and leave a review on your favorite platform. Also check out my books and everything else we’re involved in @ PrayGiveGo.us. Luke 10, Verse 2!

Back-to-back court decisions resulted in uncertainty ahead of the Trump tariffs. As trade negotiations reportedly stall, the President, on social media Friday morning, called out China for "totally violating" our trade agreement. A bright spot this week in the market has been NVIDIA, whose stock soared off reports its earnings beat expectations, showing immense growth potential. FOX Business anchor Taylor Riggs is joined by Slatestone Wealth chief market strategist Kenny Polcari to break it all down. Photo Credit: AP Learn more about your ad choices. Visit podcastchoices.com/adchoices

Plus: Hamas is poised to reject a U.S.-drafted proposal for a temporary Gaza ceasefire. And Google and the Justice Department prepare closing arguments in a case that could have a massive impact on the tech giant's search engine. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew, Tom, and Thomas discuss the status of the China trade talks, Trump's meeting with Powell, and Elon's last day. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

Markets have reacted positively to the U.S.-China détente in tariffs. Our Chief Fixed Income Strategist, Vishy Tirupattur, digs into the rallies to better understand potential longer-term outcomes.Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Today I'll talk about the impact of last week's 90-day pause in the reciprocal tariffs between the U.S. and China, and the impact on the economy and markets.It's Monday, May 19th at 11am in New York.Market response to last Monday's announcement has been resoundingly positive. The S&P 500 was up 4.5 percent in the first four days since the announcement and the year-to-date returns are back in the black after Liberation Day drove steep declines in April.Credit markets have also rallied, notably with the investment grade spreads tightening by over 10 basis points and high yield spreads by over 50 basis points. And the Treasury market took out 50 basis points of rate cuts in 2025, leaving market implied rate cuts by the end of 2026 at around 100 basis points.While these moves across markets are significant, it is really important to put them into perspective and tease out what this detente in trade tensions implies. And more importantly, what it does not imply.On the positive side, we think that the de-escalation reduces the risk of a sudden stop in trade volumes and a sharp rise in unemployment rate. While this is clearly just a truce and we don't know exactly where the tariffs between the two largest economies in the world will end up, it seems reasonable to infer that tariffs in the vicinity of 125 percent or 145 percent are substantially less likely now. Overall, the probability of a U.S. recession, therefore, has fallen on the margin.To be clear, a recession during 2025 was never really our base case. But the de-escalation shifts risks in the direction of a little more growth, a little less inflation, and keeps unemployment rate at near current levels. If the world before Liberation Day was bimodal and close to a coin toss; it is still bimodal, but skewed towards an expansion, not contraction. Since we were in the expansion mode to begin with, this detente gives us greater comfort in our baseline outlook and strengthens our conviction that the Fed will remain on hold for rest of the year.The positive vibes from Geneva not withstanding, we would stress that it is far from clear that the 90-day pause is an uncertainty clearing event. Trade tensions are likely to remain elevated. The administration is still investigating tariffs on pharmaceuticals, semiconductors, copper, and other products. It is also unclear if the template of negotiations between the U.S. and China can work for other regions, especially Europe. Even if U.S. tariffs on imports from China and the rest of the world end up roughly around the current levels, they would still be about four times higher than the levels at the start of the year.This means inflation should continue to move higher into year end, with the surge that peaks in the third quarter. While the impulse inflation from tariffs is likely to be smaller, it still is coming. Likewise, higher tariffs will dampen growth even though recession will continue to be avoided.For risk markets, we think that the detente has reduced the risk of substantial drawdowns. While policy uncertainty about the ultimate level of tariff remains, a return to last month's mind-boggling volatility driven by trade policy is probably behind us. So, it's unlikely that we will see markets revisiting the lows of April in the near term.For credit markets, a lower likelihood of recession is indeed welcome news, especially considering the current strong credit fundamentals. With the market taking out a couple of rate cuts, the all in yields for credit remain in the range to sustain the demand for yield buyers such as insurance companies.Thanks for listening. If you enjoy the show, leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Today we're talking about the U.S. and China agreeing to a 90-day trade truce; President Trump's plans to accept a Qatari jet for use as Air Force One; the beginning of Sean “Diddy” Combs' trial; and other top news for Wednesday, May 14th. Stay informed while remaining focused on Christ with The Pour Over Today. Please support our TPO sponsors! Upside: https://links.thepourover.org/Upside Cru: give.cru.org/pour LMNT: https://links.thepourover.org/LMNT_Podcast Student Life Application Study Bible: https://links.thepourover.org/SLASB_Pod Stress Less: https://links.thepourover.org/StressLess Platforms to Pillars: https://links.thepourover.org/PlatformstoPillars Subsplash: subsplash.com/tpo CSB: https://links.thepourover.org/CSB_podcast Field of Greens: FieldofGreens.com The Table Podcast: https://links.thepourover.org/TheTablePodcast

Sign up for your one-dollar-per-month Shopify trial and start selling today at ⁠shopify.com/tyt President Trump's "reciprocal" tariff on China will fall to 10% from 125%. Knesset debate reveals not everyone thinks starving Gazan children is a bad thing. American-Israeli hostage Edan Alexander freed from Hamas captivity. SUBSCRIBE on YOUTUBE ☞  https://www.youtube.com/@TheYoungTurks FOLLOW US ON: FACEBOOK  ☞   https://www.facebook.com/theyoungturks TWITTER  ☞       https://twitter.com/TheYoungTurks INSTAGRAM  ☞  https://www.instagram.com/theyoungturks TIKTOK  ☞          https://www.tiktok.com/@theyoungturks

The Trump administration brokers a cease fire between India and Pakistan while also hammering out a China trade deal, Democrats arrested at New Jersey ICE detention center and Trump's new MAHA surgeon general nominee. Get the facts first with Morning Wire.Beam: Visit https://shopbeam.com/WIRE and use code WIRE to get our exclusive discount of up to 40% off.

Equity markets saw big rallies after trade tensions eased over the weekend. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he's optimistic that the worst of the market trough is over.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist. Today on the podcast I'll be discussing how to think about the recent tariff negotiations for equity markets. It's Monday, May 12th at 11:30am in New York. So, let's get after it. Over the weekend, U.S.-China trade negotiations made better than expected progress with both sides agreeing to a détente in the trade war that began just one short month ago. The main question I'm getting from investors is whether they should trust this initial agreement, and if it will eventually lead to something more sustainable? From my perspective, this misses the more important point for equity investors. To remind listeners, equity markets trade in the future. Therefore, the question to ask yourself is do you think things will be more or less uncertain in six months and will they be better or worse? The other thing to consider is that stocks trade on the second derivative, or rate of change, in growth. On that score, I believe it is likely we saw the trough rate of change in variables that tend to correlate with stock prices the most. More specifically, earnings revisions breadth showed a meaningful uptick last week for the first time this year. Some of this was driven by a pull forward in demand during the first quarter ahead of the tariff announcements that led to better than feared earnings. In addition, several leading companies posted better than expected results thanks to a weaker dollar. Importantly, the translation benefit for U.S. multinational earnings is likely to be a big earnings tailwind for the next six months. Many of the growth negative things we were worried about five months ago have played out now with Liberation Day marking the point of maximum negative sentiment and positioning. There is an adage that equity markets bottom on bad news, and I can't think of a better example of that than Liberation Day last month. Similarly, markets tend to top on good news and this weekend's better than expected outcome on trade negotiations with China could very well lead to a pause in the rally. Therefore, we would buy dips rather than chase stocks on days like today. Markets can look forward to the possibility of growth positive policy changes that still may be in front of us. Things like tax cut extensions, de-regulation and resolution of the debt ceiling and budget appropriations for the next year. Finally, with the threat of further escalation of tariff rates now diminished, the Fed can also come back into the picture with rate cuts sooner than perhaps what the Fed told us last week. While we don't know exactly how much the tariffs will impact inflation over the next year, it is likely to be front-end loaded. In fact, there is a case to be made that tariffs may hurt demand and end up being disinflationary. The Fed is likely to determine this outcome over the summer and could begin to at least signal rate cuts. Such a move will potentially lead to a more sustainable rotation towards lower quality, cyclical stocks and drive animal spirits in a way that many investors were expecting six months ago but simply jumped the gun. Bottom line, I feel more confident in our original outlook for this year for a tough first half, followed by a strong second one. This outlook was based on our view that AI capex growth was bound to decelerate this year, while policy changes were likely to be growth negative to start. Now, we can look forward to growth positive policy changes and productivity benefits from the spending on AI that has already taken place. After such a strong rally, pullbacks are inevitable but unlikely to be anything like we saw last month. So, buy the dips. Thank you for choosing to listen. Leave us a review, and let us know what you think about the podcast. If you enjoy listening to Thoughts on the Market, tell a friend or colleague about us today.

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People traveled to the Vatican from all over the world to witness the election of a new pope. What more do we know about the life of the Chicago-born pontiff who also holds Peruvian citizenship? Also, negotiators from the US and China will meet this weekend in Switzerland for talks about the trade war between the two countries.Want more comprehensive analysis of the most important news of the day, plus a little fun? Subscribe to the Up First newsletter.Today's episode of Up First was edited by Daniel Burke, Ryland Barton, Padmananda Rama, Janaya Williams and Alice Woelfle. It was produced by Kaity Kline, Nia Dumas and Christopher Thomas. We get engineering support from Neisha Heinis. Our technical director is Carleigh Strange.And our Executive Producer is Jay Shaylor. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy