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The relationship between China and the United States is one of the most consequential bilateral dynamics in the world, making it imperative for both sides to maintain open lines of communication.中美关系是全球最重要的双边关系之一,因此双方保持开放的沟通渠道至关重要。Multidimensional, in-depth, and high-level engagements can help both countries manage their differences and expand mutually beneficial cooperation, benefiting not only themselves but also the wider world.多维度、深层次、高水平的交往有助于两国管控分歧、扩大互利合作,这不仅造福中美两国,也惠及更广泛的世界。It is therefore a welcome development that despite the tensions that have flared up between them, there has been a renewed momentum of high-level dialogue between the two countries in areas such as trade, diplomacy and defense recently. This communication is crucial for deepening understanding, managing differences, expanding cooperation, and enhancing mutual interests.因此,尽管中美之间不时出现紧张局势,但近期两国在贸易、外交、国防等领域重燃高层对话势头,这一进展值得欢迎。此类沟通对于深化理解、管控分歧、扩大合作、增进共同利益具有关键意义。It also helps create a positive atmosphere for their trade negotiations.这也为两国贸易谈判营造了积极氛围。That a group of US lawmakers are visiting China — a rare occurrence for members of the US Congress — has therefore attracted significant attention.一群美国议员访华(这对美国国会议员而言较为罕见),因此引发了广泛关注。Led by Representative Adam Smith, a Democrat on the House Armed Services Committee, this visit, which began Sunday, marks the first by members of the US House of Representatives to China since 2019.此次访问于周日启动,由美国众议院军事委员会民主党议员亚当·史密斯带队,是2019年以来美国众议院议员首次访华。Chinese Foreign Minister Wang Yi described the visit as an "ice-breaking journey" after his meeting with the US delegation on Tuesday, noting that the delegation represents the voices of both US political parties and reflects the American people's expectations for China-US relations.中国外交部长王毅周二在会见美国代表团后,将此次访问称为“破冰之旅”,并指出该代表团代表了美国两党的声音,也反映了美国人民对中美关系的期待。By directly engaging with senior Chinese officials — the delegation has also met with Chinese Premier Li Qiang, Chairman of the National People's Congress Standing Committee Zhao Leji, Vice-Premier He Lifeng and Defense Minister Dong Jun — the visiting US lawmakers can hopefully help promote extended communication between Washington and Beijing, which is essential for mitigating misunderstandings and fostering mutual respect and cooperation.通过与中国高层官员直接交流(代表团还会见了中国国务院总理李强、全国人大常委会委员长赵乐际、国务院副总理何立峰及国防部长董军),来访的美国议员有望推动美中之间的深入沟通,而这种沟通对于减少误解、促进相互尊重与合作至关重要。Notably, the visit follows the recent telephone talks between President Xi Jinping and US President Donald Trump, which set the tone and direction for the relations between the two countries. Following up on this irreplaceable heads-of-state diplomacy is essential to keeping China-US relations stabilized.值得注意的是,此次访问是在习近平主席与美国总统唐纳德·特朗普近期通话之后进行的,两国元首通话为中美关系定下了基调、指明了方向。落实这一不可替代的元首外交成果,是维护中美关系稳定的关键。A key objective of the US congressional delegation's visit is to strengthen military communication, a goal supported by both sides.美国国会代表团此次访华的一个重要目标是加强军事沟通,这一目标得到了双方支持。Defense Minister Dong said, as two major countries with global influence, China and the US should uphold the bottom line of no conflict and no confrontation. In particular, he called for correcting strategic cognition in military strategy to prevent misunderstandings and miscalculations, thereby avoiding serious challenges to bilateral ties and global stability.董军部长表示,中美作为具有全球影响力的两个大国,应坚守不冲突、不对抗的底线。他特别呼吁在军事战略层面纠正战略认知,防止误解误判,进而避免给双边关系和全球稳定带来严重挑战。Tensions in the South China Sea and the Taiwan Strait have increased in recent years, primarily due to the efforts of the US and its allies to contain China. The Pentagon should recognize that the Chinese People's Liberation Army, while resolved to safeguard national sovereignty, security and development interests, seeks stable and positive military ties. Dong urged the US lawmakers to "eliminate interfering and restrictive factors and adopt constructive and pragmatic measures" to improve military-to-military relations and bilateral ties.近年来,南海和台海局势紧张升级,这主要是由于美国及其盟友推行遏制中国的举措所致。美国国防部应认识到,中国人民解放军在坚决维护国家主权、安全和发展利益的同时,致力于推动稳定、积极的军事关系。董军部长敦促美国议员“消除干扰限制因素,采取建设性、务实举措”,以改善两军关系和双边关系。For bilateral ties to proceed smoothly, there must be a consensus that China and the US are partners, not rivals or enemies. The two nations are fully capable of helping each other succeed and prosper together for their own good and for the world.中美关系要顺利发展,必须达成一个共识:中美是伙伴,而非对手或敌人。为了两国自身利益和世界福祉,中美完全有能力相互成就、共同繁荣。During his meeting with the House of Representatives delegation, Foreign Minister Wang expressed the hope that the visit will help the US side understand China accurately.在会见众议院代表团时,王毅外长表示,希望此次访问能帮助美方准确了解中国。He rightly urged the US to view China objectively, approach differences rationally, engage in friendly interactions, and actively explore new areas of cooperation so as to realize sustainable China-US relations that are stable and sound.他合理敦促美方客观看待中国,理性处理分歧,开展友好互动,积极探索新的合作领域,推动中美关系实现稳定、健康、可持续发展。Doing so would be conducive to enabling the two countries to achieve mutual success and shared prosperity. For that, the US needs to work hand in hand with China in the same direction so as to achieve win-win outcomes. They should make joint efforts with mutual respect to empower each other to achieve success, becoming partners for common development.此举将有助于中美两国实现相互成就、共同繁荣。为此,美方需与中方相向而行、携手合作,以实现共赢。双方应在相互尊重基础上共同努力,相互赋能成就彼此,成为共同发展的伙伴。US congressional delegation (led by Adam Smith)n.美国国会代表团(由亚当·史密斯带队) /ˌjuː ˈes kənˈɡreʃənl ˌdelɪˈɡeɪʃn (led baɪ ˈædəm smɪθ)/China-US military communicationn.中美军事沟通/ˌtʃaɪnə ˌjuː ˈes ˈmɪlətri kəˌmjuːnɪˈkeɪʃn/
After months of negotiation, the US and China have reached a tentative agreement to secure TikTok’s future in the US. On today’s Big Take Asia Podcast, host K. Oanh Ha sits down with Bloomberg’s Josh Wingrove and Mark Anderson to unpack TikTok’s “America-First” era. They discuss what you need to know about potential changes to the platform, how a majority American-controlled board could impact the app’s future and what the deal tells us about China-US negotiations moving forward. Read more: TikTok’s Algorithm to Be Secured by Oracle Under Trump Deal What We Do and Don’t Know About US TikTok Deal With China Further listening: Americans Flocked to RedNote as the TikTok Ban Loomed. Will the Party Last?See omnystudio.com/listener for privacy information.
Future progress on major China-US agenda items such as bilateral trade and TikTok operations in the United States depends on whether Washington will faithfully follow through on what it has promised during the latest China-US heads-of-state phone conversation, observers said.观察人士表示,中美在双边贸易、TikTok美国业务等重大议题上能否取得进展,取决于美方是否会切实履行在最新一轮中美元首通话中所作出的承诺。They made the remarks after President Xi Jinping and US President Donald Trump held their third phone talks this year on Friday evening. The first call was made in January and the second in June.此前,中国国家主席习近平与美国总统唐纳德・特朗普于周五晚间进行了今年以来的第三次通话(前两次分别在1月和6月),观察人士随后作出了上述表态。Analysts described the talks as constructive, as both leaders highlighted the global implications of the two-way ties between the world's two largest economies.分析人士认为,此次通话具有建设性意义。作为全球前两大经济体,中美两国领导人均强调了双边关系对全球的重要影响。Xi said the two nations "are fully capable of helping each other succeed and prospering together", and Trump said the two countries working together can get many great things done that are good for world peace and stability.习近平主席指出,中美“完全有能力相互成就、共同繁荣”;特朗普则表示,中美携手合作,能够为世界和平与稳定办成许多大事。The two leaders also endorsed the recent consultation between Chinese and US officials on the economy and trade, and expressed hopes for commercial negotiations regarding TikTok operations in the US.两国领导人还对近期中美官员在经贸领域的磋商予以肯定,并表达了对TikTok美国业务相关商业谈判的期待。Annual bilateral trade between the two sides exceeded $680 billion last year. China is now the US' second-largest source of imports and third-largest market for its exports, according to the Chinese embassy in the US.中国驻美大使馆数据显示,去年中美双边贸易额超过6800亿美元。目前,中国是美国第二大进口来源国和第三大出口市场。Wu Xinbo, dean of Fudan University's Institute of International Studies, said that Beijing has long urged Washington to stop suppressing China's technology-driven sectors, and the US has its own demands as well.复旦大学国际问题研究院院长吴心伯表示,长期以来,中方一直敦促美方停止打压中国科技产业,而美方也有自身诉求。"The heads-of-state talks — either on the phone or face to face — could help both sides arrive at more agreements and stabilize their economic ties," he said.他指出:“无论是电话通话还是面对面会晤,元首外交有助于双方达成更多共识,稳定经贸关系。”"The Friday talks set the tone for the next step in developing the ties: advancing talks on the economy and trade while working together to keep the ties afloat. The expected result is to veer the relationship away from the drastic ups and downs that took place earlier this year," he said.“周五的通话为中美关系下一步发展定下基调:在推进经贸谈判的同时,共同努力维护两国关系稳定。预期目标是避免双边关系再次出现今年初那样的剧烈波动。”Su Xiaohui, deputy director of the Department of American Studies at the China Institute of International Studies, said the latest conversation was "pragmatic and constructive", and Beijing's position on the TikTok case "reflects China's lasting efforts to secure its rightful interests and growth in the long term".中国国际问题研究院美国研究所副所长苏晓晖认为,此次通话“务实且具有建设性”,中方在TikTok问题上的立场“体现了中国为维护自身合法利益、实现长远发展所作出的持续努力”。"Through the talks, China has made clear that it supports Chinese companies' adding investment in the US, which the US side has aimed for, while Washington should shape an inviting climate for investors, make the play fair, and achieve a win-win situation, rather than forcing a deal or blackmailing," she said.她表示:“通过此次通话,中方明确表示支持中国企业加大对美投资——这也是美方所期望的;同时,美方应营造具有吸引力的投资环境,秉持公平原则,实现互利共赢,而非强迫交易或实施胁迫。”Over the past two weeks, the world has seen several high-level dialogues take place between China and the US in various areas, such as the latest round of China-US economic and trade talks in Madrid, Spain, a phone talk between Foreign Minister Wang Yi and US Secretary of State Marco Rubio, and a video call between Minister of National Defense Dong Jun and US Defense Secretary Pete Hegseth.过去两周,中美在多个领域开展了多场高层对话:例如在西班牙马德里举行的新一轮中美经贸谈判、中国外交部长王毅与美国国务卿马尔科・卢比奥的电话会谈,以及中国国防部长董军与美国国防部长皮特・赫格塞斯的视频通话。On Sunday, Premier Li Qiang met a visiting delegation of US lawmakers, led by Representative Adam Smith, a Democrat from the US state of Washington, in Beijing. Li said China is willing to work with the US to address each other's concerns through communication in the spirit of equality, respect and mutual benefit.周日,中国国务院总理李强在北京会见了由美国华盛顿州民主党众议员亚当・史密斯率领的访华美国议员代表团。李强表示,中方愿与美方秉持平等、尊重、互利原则,通过沟通解决彼此关切。Li said that China and the US should be partners for joint development, treat each other sincerely, empower each other and achieve mutual success, adding that Washington should meet Beijing halfway and jointly advance the ties on the right track.李强指出,中美应成为共同发展的伙伴,以诚相待、相互赋能、彼此成就;美方应与中方相向而行,共同推动中美关系回到正确轨道。Li also said the phone conversations between Xi and Trump this year reinforced bilateral dialogue and cooperation and provided strategic guidance for the China-US ties' development in the next phase.李强还表示,今年以来习近平主席与特朗普总统的几次通话,加强了双边对话与合作,为下一阶段中美关系发展提供了战略指引。Sourabh Gupta, a senior fellow at the Institute for China-America Studies, said the phone call on Friday "represents a further easing of the strain in bilateral ties" caused by Washington's imposition of unilateral tariffs during the first four months of this year.中美研究中心高级研究员苏拉布・古普塔表示,周五的通话“意味着今年前四个月因美方加征单边关税而紧张的双边关系得到进一步缓和”。"China has conveyed its receptivity to a large market purchase package. … America needs to come to the table with its quid pro quo," he said.他指出:“中方已表达出对大规模采购方案的接纳意愿……美方则需带着对等的诚意坐到谈判桌前。”Diao Daming, a professor of US studies at Renmin University of China's School of International Relations, said the conversation on Friday "confirms the validity of China-US joint efforts in stabilizing their ties through communication, and projects good faith in managing and controlling factors that may destabilize the ties".中国人民大学国际关系学院美国研究教授刁大明表示,周五的通话“印证了中美通过沟通稳定双边关系的努力是有效的,也体现了双方管控潜在不稳定因素的诚意”。On Friday, Xi told Trump that the Chinese people "will never forget the valuable support provided by the United States and other anti-fascist allies "during World War II, and Trump said that China's recent Victory Day parade was phenomenal and beautiful.周五通话中,习近平主席对特朗普表示,中国人民“永远不会忘记二战时期美国及其他反法西斯盟国给予的宝贵支持”;特朗普则称,中国近期举行的胜利日阅兵“令人印象深刻、十分精彩”。Li Haidong, a professor of US studies at China Foreign Affairs University, said, "Xi conveyed China's willingness to cherish peace and usher in the future, emphasized to the US side the importance of shaping a proper view of history, and reminded both countries of their responsibilities as major countries."中国外交学院美国研究教授李海东表示:“习近平主席传递了中国珍惜和平、开创未来的意愿,向美方强调了树立正确历史观的重要性,并提醒两国铭记大国责任。”bilateraladj.双边的;双方的/ˌbaɪˈlætərəl/suppressv.压制;打压;/səˈpres/翻译:压制;打压;抑制quid pro quon.等价交换;互利互惠/ˌkwɪd prə ˈkwəʊ/
After months of negotiation, the US and China have reached a tentative agreement to secure TikTok’s future in the US. On today’s Big Take Asia Podcast, host K. Oanh Ha sits down with Bloomberg’s Josh Wingrove and Mark Anderson to unpack TikTok’s “America-First” era. They discuss what you need to know about potential changes to the platform, how a majority American-controlled board could impact the app’s future and what the deal tells us about China-US negotiations moving forward. Read more: TikTok’s Algorithm to Be Secured by Oracle Under Trump Deal What We Do and Don’t Know About US TikTok Deal With China Further listening: Americans Flocked to RedNote as the TikTok Ban Loomed. Will the Party Last?See omnystudio.com/listener for privacy information.
① After a call between Xi Jinping and Donald Trump, a US congressional delegation visited China and met China's premier. Is there an opportunity to improve China-US relations? (00:50) ② Britain, Portugal, Australia, and Canada have officially recognized the State of Palestine. How much do their actions matter in terms of piling pressure on Israel? (13:32) ③ Venezuela has shared a letter from its leader Nicolas Maduro to US President Donald Trump that offered direct talks after a US strike on an alleged drug boat. Are Washington's recent actions in the Caribbean really about intercepting narcotics? (24:55) ④ How could Donald Trump's H-1B visa crackdown rattle prospects of foreign professionals seeking to work in the US? (34:45) ⑤ A conversation with a German professor who has been attacked in his country for publishing his findings about Xinjiang. (43:51)
The US Federal Reserve on Wednesday decided to lower the target range for the federal funds interest rate by 25 basis points to 4.0 - 4.25 percent, the first rate cut since December 2024, Xinhua News Agency reported on Thursday.据新华社4日报道,美国联邦储备委员会(美联储)于3日决定将联邦基金利率目标区间下调25个基点,至4.0% - 4.25%,这是自2024年12月以来美联储首次降息。Recent indicators suggest that growth of US economic activity moderated in the first half of the year. Job gains have slowed, and the unemployment rate has edged up. Inflation has moved up and remains elevated to some extent, the Federal Open Market Committee (FOMC), the principal monetary policymaking body of the Federal Reserve System, said in a statement after a policy meeting. 美联储主要货币政策制定机构——联邦公开市场委员会(FOMC)在货币政策会议后发布的声明中表示,近期数据显示,今年上半年美国经济活动增速有所放缓,就业岗位增长势头减弱,失业率小幅上升,通胀水平有所回升且在一定程度上仍处于高位。"In support of its goals and in light of the shift in the balance of risks, the Committee decided to lower the target range for the federal funds rate by 1/4 percentage point to 4 to 4-1/4 percent," the statement said. "In considering additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks."声明称:“为实现委员会的政策目标,并鉴于风险平衡发生变化,委员会决定将联邦基金利率目标区间下调25个基点,至4% - 4.25%。在考虑对联邦基金利率目标区间进行进一步调整时,委员会将仔细评估未来经济数据、经济前景演变及风险平衡状况。”The FOMC reiterated its commitment to supporting maximum employment and returning inflation to its 2 percent objective, according to the report.声明称:“为实现委员会的政策目标,并鉴于风险平衡发生变化,委员会决定将联邦基金利率目标区间下调25个基点,至4% - 4.25%。在考虑对联邦基金利率目标区间进行进一步调整时,委员会将仔细评估未来经济数据、经济前景演变及风险平衡状况。”US stocks opened barely changed on Wednesday, with the Dow Jones Industrial Average up 0.04 percent, the S&P 500 down 0.03 percent and the Nasdaq flat. Major indexes extended losses while Fed chair Jerome Powell made his remarks, before ending mixed at Wedensday's close: the Dow gained 0.57 percent, while the Nasdaq fell 0.33 percent and the S&P 500 slipped 0.1 percent.3日美国股市开盘涨跌互现,道琼斯工业平均指数上涨0.04%,标准普尔500种股票指数下跌0.03%,纳斯达克综合指数持平。在美联储主席杰罗姆・鲍威尔发表讲话期间,主要股指跌幅扩大,截至当日收盘呈现涨跌分化态势:道琼斯工业平均指数上涨0.57%,纳斯达克综合指数下跌0.33%,标准普尔500种股票指数下跌0.1%。In Hong Kong, the Hang Seng Tech Index rose 1 percent to 6,397.63. Most major Chinese ADRs advanced, with the Nasdaq Golden Dragon China Index climbing 2.85 percent, as of press time.香港市场方面,恒生科技指数上涨1%,收于6397.63点。截至发稿时,中国主要美国存托凭证(ADR)多数上涨,纳斯达克金龙中国指数攀升2.85%。The Federal Reserve's latest rate cut comes amid a sluggish US economy, with both job creation and growth showing signs of weakness, Xi Junyang, a professor at the Shanghai University of Finance and Economics, told Global Times on Thursday. 上海财经大学教授奚君羊4日在接受《环球时报》采访时表示,当前美国经济增长乏力,就业创造与经济增长均显现疲软迹象,美联储此次降息正是在此背景下推出的。US businesses added only 22,000 jobs from July to August, according to the US Bureau of Labor Statistics, and massive revisions to federal jobs data show that the pace of hiring was notably low in summer 2025, according to a CNBC report on Thursday. Meanwhile, the Fed cut rates while personal consumption expenditures inflation stayed at 2.59 percent, which is above the Fed's target rate of 2 percent.美国劳工统计局数据显示,7月至8月美国企业仅新增2.2万个就业岗位。美国消费者新闻与商业频道(CNBC)4日报道称,对联邦就业数据的大幅修正显示,2025年夏季美国就业岗位增长速度明显放缓。与此同时,尽管美国个人消费支出通胀率仍维持在2.59%,高于美联储2%的目标水平,美联储仍选择实施降息。"After ending its tightening cycle in 2023, the Fed's move into an easing phase appears a logical step and signals a more neutral monetary policy stance," Xi Junyang said, adding that lower borrowing costs will help reduce financing costs for companies and households, spurring investment and consumption.奚君羊表示:“在2023年结束紧缩周期后,美联储转入宽松周期是合乎逻辑的一步,这标志着其货币政策立场向中性方向调整。”他补充称,借贷成本下降将有助于降低企业与家庭的融资成本,进而刺激投资与消费。Globally, countries that have yet to ease may now face greater pressure to follow suit, as keeping rates relatively high could weigh on their economies, Xi Junyang said. 奚君羊指出,从全球范围来看,尚未实施宽松政策的国家如今可能面临更大的跟进压力,因为维持相对较高的利率水平或对本国经济造成拖累。The cut will also help eases pressure from the China-US interest-rate differential, supporting the yuan's stability and potentially boosting overseas demand for the yuan-denominated assets, the expert said.这位专家表示,此次降息还将有助于缓解中美利差带来的压力,对人民币汇率稳定形成支撑,并可能提升海外市场对人民币资产的需求。All 12 members of the FOMC, including Lisa Cook and Stephen Miran, attended the meeting. While 11 members voted for the 25-basis-point cut, Miran voted against the action, preferring a 50-basis-point cut, according to Xinhua.据新华社报道,包括莉萨・库克与斯蒂芬・米兰在内的联邦公开市场委员会12名成员均出席了此次会议。其中11名成员投票支持25个基点的降息幅度,米兰则投下反对票,主张将利率下调50个基点。"We see where we are now, and we took that appropriate action today," said Fed Chair Jerome Powell at a press conference after the meeting, per the Xinhua report. Lowering interest rates will help a struggling labor market, where some people are having a hard time finding jobs, Powell said.新华社援引鲍威尔在会后新闻发布会上的讲话称:“我们对当前经济形势有清晰判断,今日采取的行动是恰当的。”鲍威尔表示,降息将对当前陷入困境的劳动力市场起到帮助作用,目前部分人群面临就业困难。Along with its policy decision, the FOMC released updated economic projections, forecasting US real GDP growth of 1.6 percent in 2025, 1.8 percent in 2026, 1.9 percent in 2027, and 1.8 percent in 2028. The Fed also projected the US median unemployment rate would remain at 4.5 percent in 2025, ease to 4.4 percent in 2026, and drop further to 4.3 percent in 2027. 与此同时,联邦公开市场委员会还发布了最新经济预测,预计2025年美国实际国内生产总值(GDP)增长率为1.6%,2026年为1.8%,2027年为1.9%,2028年为1.8%;失业率方面,预计2025年美国中位失业率将维持在4.5%,2026年降至4.4%,2027年进一步降至4.3%。basis pointsn.基点/ˈbeɪsɪs pɔɪnts/moderatedv.放缓;减弱/ˈmɒdəreɪtɪd/elevatedadj.偏高的;升高的/ˈelɪveɪtɪd/differentialn.差额;差值/ˌdɪfəˈrenʃl/
Three renowned experts discuss China's economic relationship with Europe and the US. Dr Frederic Neumann, Chief Asia Economist and Co-head of Global Investment Research Asia, HSBC, is joined by Joerg Wuttke, Partner, DGA Group, and Chris Johnson, President and CEO, China Strategies Group. They share insights on the big themes impacting China-US and China-Europe relations, including trade tensions, investment, overcapacity, technology competition, the opportunities for multinational corporates in China, and much more.This episode was recorded on the sidelines of HSBC's 12th Annual China Conference in Shenzhen on 1 September 2025. Disclaimer: Views of external guest speakers do not represent those of HSBC.
The creator of ChatGPT published a paper on how people use the chatbot. TikTok may avoid a national ban with a new China-US framework deal. Spotify promises long-awaited lossless audio streaming for premium subscribers.
Chris Sullivan with a Chokepoint: new joints on I-90 are going to cause major backups between Seattle and Bellevue // Brian Evans with a personal financial report from Madrona Financial Services // David Fahrenthold on conservatives rallying around the death of Charlie Kirk, and the China/ US Tik Tok deal // Charlie Harger Commentary on the real life impact of the Climate Commitment Act and Carbon Auctions // Herb Weisbaum on changes coming to the way medical debt is handled // Gee Scott on the slow rise of homelessness in Seattle
The Information's Jing Yang talks with TITV Host Akash Pasricha about the latest developments in US-China trade negotiations in Spain, where TikTok and NVIDIA are now central to the talks. We also talk with reporters Cathy Perloff & Ann Gehan about Perplexity's cautious approach to advertising and e-commerce, and we get into AI valuations with Menlo Ventures' newest partner Deedy Das. Lastly, we talk with You.com's CEO Richard Socher about his company's pivot to AI enterprise search.Articles discussed on this episode: https://www.theinformation.com/articles/search-has-its-goliath-could-richard-socher-be-its-davidTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to:- The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Amid global trade headwinds, China has sent fresh signals that it will further expand high-standard opening-up and promote international cooperation to provide strong momentum for its own development and boost global economic growth.在全球贸易逆风中,中国发出了新的信号,将进一步扩大高标准开放,促进国际合作,为自身发展提供强劲动力,促进全球经济增长。The message resonated strongly at three recent key international fairs that China hosted over the course of about a week — the World Smart Industry Expo 2025 in Chongqing, the 25th China International Fair for Investment and Trade in Xiamen, Fujian province, and the 2025 China International Fair for Trade in Services in Beijing.这一信息在中国最近在大约一周的时间里主办的三个主要国际博览会上引起了强烈反响,即重庆2025年世界智能产业博览会、福建省厦门市第25届中国国际投资贸易洽谈会和北京2025年中国国际服务贸易洽谈会。Within six days, President Xi Jinping sent three congratulatory messages in succession to the three events, which featured a wide range of domestic and international participants from various sectors.在六天时间内,习近平总书记先后向三次活动发送了三条贺电,吸引了国内外各界人士的广泛参与。In the letters, Xi reiterated the country's firm commitment to working with all parties to build an open world economy and advance the building of a community with a shared future for humanity.习近平在信中重申,中国坚定致力于与各方一道,建设开放型世界经济,推动构建人类命运共同体。While emphasizing that global development is facing challenges as well as opportunities amid profound changes in the world economic landscape, Xi assured the world that China will take solid measures to promote liberalization and facilitation of trade and investment, continue to share its development opportunities with the rest of the world, and inject more positive energy and greater certainty into global development.习近平强调,在世界经济格局深刻变化的背景下,全球发展既面临挑战,也面临机遇,他向世界保证,中国将采取扎实措施,促进贸易投资自由化便利化,继续与世界分享发展机遇,为全球发展注入更多正能量和更多确定性。Former Kyrgyz prime minister Djoomart Otorbaev said it is extremely important that China is opening further to the outside world. "China organized a lot of events of international level, where top specialists from around the world are attending and exchanging ideas. This is exactly what has to be done," he said in a recent interview with China Global Television Network.吉尔吉斯斯坦前总理奥托巴耶夫说,中国进一步对外开放极其重要。他在最近接受中国环球电视网采访时说:“中国组织了许多国际级的活动,来自世界各地的顶尖专家参加了这些活动并交流了意见。这正是必须做的。”。Over the years, China has been steadfastly deepening reform on all fronts to build a new system for an open economy. A series of measures on the reform of foreign trade has been introduced in areas including taxation, finance, and trade and investment facilitation.多年来,中国坚定不移地深化各方面改革,构建开放型经济新体制。在税收、金融、贸易和投资便利化等领域推出了一系列外贸改革措施。Since 2017, the total number of items on the negative list of restricted sectors for foreign investment has been reduced from 93 to 29, with all access restrictions for the manufacturing sector removed.自2017年以来,限制外商投资负面清单上的项目总数从93个减少到29个,制造业的所有准入限制都被取消。Paul Bateman, chairman of J.P. Morgan Asset Management, has visited China more than 150 times over the past 30 years. "With each visit, I'm more impressed by the vitality and growth of China's market," he said while addressing the Global Trade in Services Summit of the China International Fair for Trade in Services.摩根大通资产管理公司董事长保罗·贝特曼在过去30年里访问了中国150多次。他在中国国际服务贸易博览会全球服务贸易峰会上发表讲话时说:“每次访问,我都对中国市场的活力和增长印象深刻。”。Noting that the company's footprint in China has expanded in recent years thanks to China's decision to open up its service sector, particularly the removal of foreign equity caps in certain financial services, Bateman said that the growth of trade in services is creating significant opportunities for the industry.贝特曼指出,近年来,由于中国决定开放服务业,特别是取消了某些金融服务业的外资股权上限,该公司在中国的足迹不断扩大。他表示,服务贸易的增长为该行业创造了重大机遇。China boasts the world's largest middle-income group, with per capita GDP of approximately 96,000 yuan in 2024. It is the world's second-largest consumption market and second-largest import market, providing huge opportunities for the world.中国拥有世界上最大的中等收入群体,2024年人均国内生产总值约为9.6万元。它是世界第二大消费市场和第二大进口市场,为世界提供了巨大的机遇。China's efforts to advance high-standard opening-up bring opportunities for shared development and prosperity to countries of the Global South, while improving the global governance system, said Mutinda Mutisya, a senior lecturer in the Department of Diplomacy and International Studies at the University of Nairobi, in an interview with Xinhua News Agency.内罗毕大学外交与国际研究系高级讲师穆廷达·穆蒂西亚在接受新华社采访时表示,中国推进高标准开放的努力为全球南方国家带来了共同发展和繁荣的机遇,同时也完善了全球治理体系。Tolonbek Abdyrov, a professor of economics and vice-rector of the International Higher School of Medicine in Kyrgyzstan, said that steps taken by Chinese policymakers have created a platform for equal participation by the nation's partners, including emerging economies, adding that China's advocacy of the equal rights of all countries to development sends a clear and positive message.吉尔吉斯斯坦国际高等医学院经济学教授兼副院长Tolonbek Abdyrov表示,中国政策制定者采取的措施为包括新兴经济体在内的国家合作伙伴的平等参与创造了一个平台,并补充说,中国倡导所有国家享有平等的发展权利发出了一个明确而积极的信息。Coupled with solid steps in expanding institutional opening-up, such as aligning with high-standard international economic and trade rules, China has also made consistent efforts in improving the business environment, with tangible results.中国在扩大制度开放方面迈出了坚实步伐,如与高标准的国际经贸规则保持一致,同时也在改善营商环境方面做出了持续努力,取得了切实成果。The 2025 China Business Report, published on Wednesday by the American Chamber of Commerce in Shanghai, indicated that over one-third of surveyed US companies believe that China's policies and regulations regarding foreign companies have improved in the past few years. The figure for this year is higher than that for 2024, it said.上海美国商会周三发布的《2025年中国商业报告》显示,超过三分之一的受访美国公司认为,过去几年中国对外国公司的政策和法规有所改善。报告称,今年的数字高于2024年。More than 40 percent of the companies surveyed said they are confident that China will open up further, nearly double the figure for last year, according to the report.报告显示,超过40%的受访公司表示,他们有信心中国将进一步开放,这一数字几乎是去年的两倍。The report also said that more than 70 percent of respondents posted a profit in 2024, an improvement from 2023's record low of 66 percent. The report also highlights the uncertainties that persist in the market, saying that over 60 percent of companies expect new China-US tariffs to affect their 2025 revenue performance. In addition, nearly half of the respondents called for the US government to remove all tariffs and nontariff barriers on Chinese goods.该报告还表示,超过70%的受访者在2024年实现盈利,比2023年66%的历史低点有所改善。该报告还强调了市场上持续存在的不确定性,称超过60%的公司预计中美新关税将影响其2025年的收入表现。此外,近一半的受访者呼吁美国政府取消对中国商品的所有关税和非关税壁垒。Regarding the report, Jeffrey Lehman, chair of AmCham Shanghai, said that one of the interesting results this year is that although the companies still regard the regulatory environment as challenging, they find that the challenges have been reduced since a year ago.关于这份报告,上海美国商会主席杰弗里·雷曼表示,今年一个有趣的结果是,尽管这些公司仍然认为监管环境具有挑战性,但他们发现,自一年前以来,挑战已经减少。"They find that there is improvement in the regulatory environment for American companies over what the situation was last year," Lehman said. "Before, there were a combination of tariff barriers, nontariff barriers, regulatory questions, intellectual property protection issues. In each of those areas, things are improving for American companies."雷曼兄弟表示:“他们发现,与去年相比,美国公司的监管环境有所改善。”。“以前,关税壁垒、非关税壁垒、监管问题、知识产权保护问题交织在一起。在每一个领域,美国公司的情况都在改善。”vitalityn.活力;生命力;热情/vaɪˈtæl.ə.ti/consistentv.使一致/kənˈsɪs.tənt/
China will firmly defend its interests and support the multilateral trading system, while urging the United States to engage more in equal dialogue to ease friction and seek common ground in pursuit of a more open global economy, said analysts and business leaders on Sunday.分析人士及商界人士于周日表示,中国将坚定维护自身利益,支持多边贸易体制,同时敦促美方更多地开展平等对话,以缓解摩擦、寻求共识,推动构建更加开放的全球经济。As He Lifeng, a member of the Political Bureau of the Communist Party of China Central Committee and vice-premier of the State Council, China's Cabinet, leads a delegation in Madrid, Spain, for talks with US counterparts from Sunday to Wednesday, market watchers said the meetings are aimed at addressing long-standing friction and exploring constructive solutions.中共中央政治局委员、国务院副总理何立峰率团于周日至周三在西班牙马德里同美方代表举行会谈。市场观察人士指出,此次会谈旨在解决长期存在的经贸摩擦,并探讨建设性解决方案。The two sides will discuss economic and trade issues, such as unilateral tariff measures adopted by the US, the abuse of export controls and the TikTok issue, according to the Ministry of Commerce.据商务部介绍,双方将围绕美方单边关税措施、滥用出口管制、TikTok等经贸议题展开讨论。Wang Wen, dean of Renmin University of China's Chongyang Institute for Financial Studies, said the previous three rounds of trade talks between China and the US signaled willingness on both sides to find common ground, bringing much-needed optimism to international markets.中国人民大学重阳金融研究院院长王文表示,此前中美三轮经贸会谈已释放出双方寻求共识的积极意愿,为国际市场注入了亟需的信心。"With global economic momentum faltering, the international community is watching closely the talks in Spain, hoping both sides can translate dialogue into more substantive progress that would benefit not just the two nations, but all," he said.他指出:“当前全球经济增长动能不足,国际社会正密切关注此次西班牙会谈,期待双方能将对话转化为更具实质性的进展,这不仅惠及中美两国,更将造福世界各国。”Li Yong, a senior research fellow at the Beijing-based China Association of International Trade, said that under such circumstances, effectively addressing topics such as unilateral US tariff measures and the abuse of export controls is essential to fostering smoother China-US economic and trade relations, particularly in rebuilding trust and stabilizing cooperation.中国国际贸易学会高级研究员李永表示,在此背景下,有效解决美方单边关税措施、滥用出口管制等问题,对于推动中美经贸关系顺畅发展至关重要,尤其是在重建互信、稳定合作方面具有重要意义。Chen Wenling, former chief economist at the China Center for International Economic Exchanges, said the path to productive dialogue requires mutual respect and effort. She warned that Washington's recent unilateral moves — including a fresh wave of sanctions against Chinese companies — risk undermining the very foundation of engagement.中国国际经济交流中心前首席经济学家陈文玲认为,开展富有成效的对话需要双方相互尊重、共同努力。她警示,美方近期采取的单边行动——包括新一轮对华企业制裁——可能会破坏双方交往的基础。These are not good-faith gestures, but pressure tactics that Beijing will firmly oppose rather than concede to, Chen said.陈文玲强调:“这些并非善意之举,而是施压手段,中方将坚决反对,绝不妥协。”"China always remains open to dialogues with the US, but only based on mutual respect and equal standing. The onus is now on Washington to decide whether it will approach the negotiating table as an equal partner seeking mutually acceptable solutions," she added.她进一步指出:“中方始终愿与美方开展对话,但对话必须建立在相互尊重、平等相待的基础之上。当前,美方需作出抉择:是否以平等伙伴的身份坐到谈判桌前,寻求双方都能接受的解决方案。”On Saturday, the Ministry of Commerce responded to a US move to add multiple Chinese entities to its export control list. A spokesperson said that China firmly opposes the move, which targets Chinese entities in the semiconductor, biotechnology, aerospace, and commercial and trade logistics sectors.周六,商务部就美方将多家中国实体列入出口管制清单一事作出回应。发言人表示,中方坚决反对这一做法,此次美方制裁针对的是中国半导体、生物技术、航空航天、商贸物流等领域的实体。Noting that the two countries are scheduled to hold economic and trade talks in Spain starting on Sunday, the spokesperson said the US decision to sanction Chinese businesses raises questions about its true intentions.发言人指出,中美双方定于周日在西班牙举行经贸会谈,美方此时制裁中国企业,其真实意图令人质疑。The Ministry of Commerce also announced on the same day that it has initiated an anti-dumping investigation into imports of certain analog integrated circuit chips originating in the US, and it launched an anti-discrimination investigation into relevant US measures targeting China's integrated circuit sector.同日,商务部还宣布,已对原产于美国的部分模拟集成电路芯片发起反倾销调查,并就美方针对中国集成电路产业的相关措施发起反歧视调查。Following these moves, the Beijing-based China Semiconductor Industry Association issued a statement stressing that the healthy development of the semiconductor industry requires a fair competitive environment.此后,位于北京的中国半导体行业协会发表声明强调,半导体产业的健康发展需要公平的竞争环境。The China Chamber of Commerce for Import and Export of Machinery and Electronic Products called for domestic companies to boost innovation, strengthen industrial coordination and deepen global cooperation, while warning that unilateral measures risk disrupting international industrial and supply chains.中国机电产品进出口商会呼吁国内企业加大创新力度、加强产业协同、深化国际合作,同时警示,单边措施可能扰乱国际产业链供应链。John Quelch, a professor at Duke University's Fuqua School of Business, said: "The recent trend toward decoupling, particularly in technology and supply chains, reflects a deeper anxiety about dependence and vulnerability. But we must not lose sight of the broader truth: China and the US remain deeply intertwined."杜克大学福库商学院教授约翰・奎尔奇表示:“近期在技术和供应链等领域出现的‘脱钩'趋势,反映出各方对依赖风险和脆弱性的深层担忧。但我们不能忽视一个更重要的事实:中美经济仍深度交融。”He said the two sides must search for new equilibrium, one that balances competition with cooperation, and national interest with global responsibility.他认为,双方需寻求新的平衡,在竞争与合作之间、国家利益与全球责任之间找到平衡点。Olaf Schmidt, vice-president of Messe Frankfurt Exhibition, a German trade fair and event organizer, said his company has always championed global free trade, believing that it is vital to connect people, products and markets.德国展会运营商法兰克福展览集团副总裁奥拉夫・施密特表示,集团始终倡导全球自由贸易,坚信自由贸易对于连接人与人、产品与市场至关重要。multilateraladj.多边的;涉及多方的/ˌmʌltiˈlætərəl/frictionn.摩擦;矛盾;不和/ˈfrɪkʃn/unilateraladj.单边的;单方面的/ˌjuːnɪˈlætrəl/onusn.责任;义务;负担/ˈəʊnəs/decouplingn.脱钩;分离/ˌdiːˈkʌplɪŋ/
① China's foreign and defense ministers have held calls with their US counterparts. Why is it important to reaffirm a few key principles guiding China-US bilateral ties now? (00:56)② Chinese Foreign Minister Wang Yi is scheduled to visit Austria, Slovenia, and Poland in a five-day trip. What's at stake in his trip? (16:07)③ The Chinese government has approved a plan to set up a national nature reserve on the island of Huangyan Dao in the South China Sea. Why is it a necessary step? (25:13)④ We take a look at the highlights of the ongoing 2025 China International Fair for Trade in Services. (34:17)⑤ What could be the political ramifications of the death of American conservative activist Charlie Kirk? (43:38)
To cooperate or to confront, this is the question for China-US relations.合作还是对抗,这是中美关系的问题。An article jointly written by Kurt Campbell, former deputy secretary of state in the previous US administration, and Rush Doshi, former deputy senior director for China affairs on the National Security Council, published in The New York Times on the weekend, calls for the current administration to confront China by maximizing the United States' own strength through its alliances.上周末,美国前副国务卿库尔特·坎贝尔(Kurt Campbell)和国家安全委员会前中国事务副高级主任拉什·多西(Rush Doshi)在《纽约时报》上联合发表了一篇文章,呼吁现任政府通过联盟最大化美国自身实力来对抗中国。Only through partnerships can the US protect its shared industrial bases, technological edge and the ability to deter China, they argue. Claiming that it is not too late for the administration to build allied scale, despite the coercive approach it has adopted, they call for the administration to redirect its leverage toward the goal of balancing China's "overwhelming capacity", which will otherwise leave the US diminished and more isolated.他们认为,只有通过伙伴关系,美国才能保护其共同的工业基础、技术优势和威慑中国的能力。他们声称,尽管政府采取了强制措施,但建立联盟规模还不算太晚,他们呼吁政府将其影响力转向平衡中国“压倒性能力”的目标,否则美国将被削弱,更加孤立。It is not difficult to smell the stink of the Cold War mentality in the article. Both writers obviously consider China-US relations to be a matter of one power — the US — dominating the global order. They believe that the US must leverage its ties with its allies to counterbalance the rise of China. According to the authors, there is no third path — it is either the US or China that will dominate global affairs.在文章中不难闻到冷战思维的臭味。两位作者显然都认为中美关系是一个大国——美国——主导全球秩序的问题。他们认为,美国必须利用其与盟友的关系来制衡中国的崛起。根据作者的说法,没有第三条路——要么美国,要么中国将主导全球事务。But for China the situation is not simply an either-or scenario. In his telephone talk with US President Donald Trump on June 5, Chinese President Xi Jinping pointed out that recalibrating the direction of the giant ship of China-US relations requires the two leaders to set the right course. For that, he said, it is particularly important to steer clear of various disturbances and disruptions.但对中国来说,这种情况不仅仅是非此即彼。在6月5日与美国总统唐纳德·特朗普的电话交谈中,习近平总书记指出,重新调整中美关系巨轮的方向,需要两国领导人找准方向。为此,他说,避开各种干扰和中断尤为重要。The path Campbell and Doshi urge the Trump administration to follow in handling China-US relations is undoubtedly a disturbance and disruption as it calls for the US and its allies to confront China.坎贝尔和多西敦促特朗普政府在处理中美关系时遵循的道路无疑是一种干扰和破坏,因为它呼吁美国及其盟友与中国对抗。The world is not what it was. The Cold War mentality that pervades the article does not apply in this increasingly multipolar world.世界已经不是过去的样子了。文章中弥漫的冷战思维不适用于这个日益多极化的世界。Chinese Foreign Minister Wang Yi, after meeting with US Secretary of State Marco Rubio on July 11 in Kuala Lumpur, told the media that from the perspective of human evolution and development, the interests of China and the US converge in a wide range of areas and there is huge space for both countries to cooperate.中国外交部长王毅11日在吉隆坡会见美国国务卿卢比奥后对媒体表示,从人类进化和发展的角度来看,中美两国的利益在广泛领域交汇,合作空间巨大。As Wang said, China and the US have the responsibility and ability to find a path on which both countries can get along with each other in a desirable manner. This is in the interests of both peoples and what the entire world expects of the development of China-US bilateral relations.正如王所说,中国和美国有责任也有能力找到一条两国能够以令人满意的方式相处的道路。这符合两国人民的利益,也符合全世界对中美关系发展的期待。Although the writers claimed in their article that their aim was not to contain China, which they believe is impossible, they look at China-US relations through the lens of the Thucydides Trap, believing that it is impossible for the US and China to cooperate for the well-being of humanity.尽管作者在文章中声称他们的目的不是遏制中国,他们认为这是不可能的,但他们通过修昔底德陷阱的视角看待中美关系,认为美国和中国不可能为了人类的福祉而合作。It is more than necessary for those in Washington with such a mentality to consider carefully the four initiatives that China has proposed: the Global Development Initiative, the Global Security Initiative, the Global Civilization Initiative, and the Global Governance Initiative.华盛顿有这种心态的人非常有必要仔细考虑中国提出的四项倡议:全球发展倡议、全球安全倡议、全球文明倡议和全球治理倡议。The four initiatives seek to harvest the wisdom and strengths of all countries, both developed and developing ones, to address the deficits in global development, global security, civilization exchanges and global governance. From these four initiatives, it is not difficult to see that China does not pursue hegemony. Instead, it seeks a global synergy of resources to address the common challenges humanity is facing and desires the common development of all countries.这四项倡议旨在汇集发达国家和发展中国家的智慧和力量,以解决全球发展、全球安全、文明交流和全球治理方面的不足。从这四项举措中不难看出,中国并不追求霸权。相反,它寻求全球资源的协同作用,以应对人类面临的共同挑战,并希望所有国家共同发展。China is not trying to challenge the status of the US. Rather it seeks to cooperate as much as possible with the US to create a fairer and more just world order, which will better facilitate global development and world peace.中国并不试图挑战美国的地位,而是寻求与美国尽可能多地合作,建立一个更公平、更公正的世界秩序,这将更好地促进全球发展和世界和平。If those politicians in Washington who are afraid that the US may lose its hegemonic status with China's rise could be broad-minded enough to look at China as one of the major poles in a multipolar world and seek cooperation instead of confrontation with it, the world would be a much better place for all countries and peoples.如果华盛顿那些担心美国可能会随着中国的崛起而失去霸权地位的政客能够心胸开阔,将中国视为多极世界的主要极点之一,寻求合作而不是对抗,那么世界对所有国家和人民来说都会变得更好。Initiativen.倡议/ɪˈnɪʃ.ə.tɪv/confrontationn.对抗/ˌkɒn.frʌnˈteɪ.ʃən/
Five Things Friday — APAC edition. Guest Ryf Quail (NRF: Retail's Big Show APAC) breaks down why retail media in APAC is set to lead globally, then we dive into Thailand's mall renaissance, Uniqlo's recycling roadmap, MUSINSA×ANTA's China JV, and Urban Revivo's global expansion.Chapters below. Sources and links at the end.Subscribe for weekly, no‑nonsense retail intel across APAC.What we cover• Why APAC retail media is outpacing the West, with China and the U.S. dominating spend• Thailand's malls (ICONSIAM, MBK, Central Group) as cultural engines and retail tourism magnets• Uniqlo: recycled materials and the 2030 climate roadmap• MUSINSA × ANTA: K‑fashion's structured path into China via a joint venture• Urban Revivo: China's answer to Zara, scaling with new flagships and a design hub in LondonChapters / Timestamps00:00 – Intro: Guest setup (Ryf Quail, NRF APAC)00:26 – Format: Two from Ryf, three from Alex00:52 – APAC retail media: the fastest‑rising ad channel02:10 – China + U.S. concentration; APAC's trajectory03:45 – India, Vietnam, Philippines: the next lifts05:03 – Segment 2: Southeast Asia's mall culture05:30 – Thailand leads: ICONSIAM, MBK, Central Group07:56 – Malaysia, Philippines, Vietnam: development pipeline09:16 – Story 1: Uniqlo & recycled materials roadmap10:40 – Story 2: MUSINSA × ANTA joint venture in China12:27 – Story 3: Urban Revivo accelerates global flagships13:40 – Takeaways: APAC is setting the pace14:07 – Outro & tease for future global editionShow Links (put these on separate lines for YouTube parsing)• Urban Revivo — About: https://global.urbanrevivo.com/pages/about-urban-revivo-hp0036• MUSINSA × ANTA JV: https://about.musinsa.com/newsroom/musinsa-anta• Uniqlo — Recycled Materials: https://www.uniqlo.com/id/en/special-feature/sustainability/recycle-materials• NRF: Retail's Big Show APAC (guest org): https://nrfbigshowapac.nrf.com/• ICONSIAM: https://www.iconsiam.com/en• MBK Center: https://www.mbk-center.co.th/en• Central Group: https://www.centralgroup.com/en• eMarketer/Insider Intelligence — Retail Media growth + China/US shares (summary): https://www.emarketer.com/ (specific references in “Research sources” below)#RetailMedia #APAC #NRFAPAC #Thailand #Kfashion #Uniqlo #UrbanRevivo #Ecommerce
Para que China llegara a ser el feroz competidor de EE.UU. que es hoy en la carrera tecnológica, jugaron un papel crucial las empresas occidentales como Apple que decidieron hace décadas mudar su producción a ese país.
Mark Domitrak, CT Group’s head of research, spends his time figuring out the pulse of consumers and corporate boardrooms. In this wide ranging podcast, he explains how his team makes polls informative and useful at a time when people are anxious and not as responsive to traditional approaches. He then offers insights into consumer and business sentiment on issues ranging from cost of living to trade war, China-US relationship to forces of fragmentation. We discuss the ongoing evolution in company strategies, and how they vary across regions. These strategies involve upholding core values while being pragmatic and realistic. Whether it is climate change, trade war, future of jobs amid tech disruption, or managing China, there is a lot to consider in assessing the outlook. Mark’s insights are clarifying in this context. See omnystudio.com/listener for privacy information.
In August 2025's Recharge podcast, co-presenters Matt Fernley (Battery Materials Review) and Cormac O'Laoire (Electrios Energy) discuss some of the recent key talking points in the battery industry, including: The China lithium shutdowns, their impact on the industry and outlook Development on US tariffs and anti-dumping duties in the battery supply chain, with a particular focus on graphite and anode materials The MP Materials/DoD deal and potential impacts on the battery chain What do price floors mean for materials markets and projects? EV sales update and discussion Discussion on commercial vehicle sales
① What are the implications of China and Brazil's call for self-reliance in the Global South? (00:43)② What does another 90-day extension of the Beijing-Washington tariff truce mean for China-US trade relations? (14:34)③ What does President Trump's deployment of the National Guard in Washington, D.C. signal about the current political climate? (26:50)④ Can the newly signed peace deal between Azerbaijan and Armenia lead to lasting diplomatic relations? (35:33)⑤ What key takeaways emerged from the recently concluded World Robot Conference? (46:21)
China's economy is expected to maintain steady momentum in the second half of the year amid continuous policy support, with international institutions' raised growth forecasts reflecting strengthened confidence in the world's second-largest economy, economists and analysts said.经济学家和分析师表示,在持续的政策支持下,中国经济预计将在下半年保持稳定增长态势。国际机构上调的经济增长预测反映了对全球第二大经济体信心的增强。With the country's top leadership having clearly signaled consistent macro policy support to sustain the economic rally, they said that measures in the pipeline may include more consumption subsidies, additional public investment in urban renewal and accelerated reduction of housing market inventory.鉴于国家高层已明确表示将继续提供稳定的宏观经济政策支持以维持经济复苏态势,他们表示,即将出台的措施可能包括增加消费补贴、加大对城市更新的公共投资以及加快减少房地产市场的库存。Their comments came as the International Monetary Fund significantly raised its forecast for China's full-year economic growth to 4.8 percent in its World Economic Outlook Update report on Tuesday, up 0.8 percentage point compared with its forecast in April.就在他们发表上述言论之际,国际货币基金组织在周二发布的《世界经济展望更新报告》中大幅上调了对中国经济全年增长的预期,将这一预期值上调至4.8%,较其4月份的预测值高出0.8个百分点。The revision reflects the Chinese economy's stronger-than-expected activity in the first half of the year and the significant reductions in tariffs between China and the US, the IMF report said, as China received the largest upgrade in forecast among major economies.The IMF, which nudged the full-year global growth forecast for 2025 from 2.8 percent to 3 percent, also revised China's growth forecast for 2026 upward by 0.2 percentage point to 4.2 percent, due in part to lower effective tariff rates than previously assumed in the April forecast.More signs of de-escalation in Sino-US trade tensions emerged on Tuesday. Based on the consensus achieved during the third round of China-US economic and trade talks in Stockholm, Sweden, both sides will continue pushing for a continued extension by 90 days of the pause on 24 percent reciprocal tariffs of the US, as well as countermeasures by China.国际货币基金组织的报告称,此次修订反映了中国上半年经济活动超出预期的强劲表现,以及中美之间关税的大幅下调。报告指出,中国在主要经济体中获得了最大的经济预期上调幅度。国际货币基金组织将2025年全球全年经济增长预期从2.8%上调至3%,同时还将2026年中国经济增长预期上调0.2个百分点至4.2%,部分原因是实际关税率低于此前4月份预测中的水平。周二,中美贸易紧张局势缓和的迹象进一步显现。根据在瑞典斯德哥尔摩举行的第三轮中美经济与贸易谈判达成的共识,双方将继续推动将美国对华24%的互惠关税暂停措施再延长90天,并采取中国的相应措施。The IMF's upward revision follows major international financial institutions, such as Morgan Stanley, Goldman Sachs, UBS and Nomura, which raised their expectations for China's economic growth, thanks to a 5.3 percent year-on-year expansion in the first half.国际货币基金组织此次上调预期,是由于包括摩根士丹利、高盛、瑞银和野村证券在内的各大国际金融机构提高了对中国经济增长的预期。这得益于上半年中国经济同比增长5.3%。Citing factors such as China's robust GDP growth of 5.2 percent in the second quarter, Goldman Sachs said in a report on Monday that it retains its overweight stance on Chinese equities in a regional context, while revising its 12-month target for the MSCI China Index to 90 from 85. The MSCI China Index is a stock market index that tracks the performance of large and mid-cap Chinese companies listed in both China and abroad.高盛在周一发布的一份报告中指出,鉴于中国第二季度经济增速高达5.2%等种种因素,其仍认为在区域范围内增持中国股票是合理的,并将摩根士丹利资本国际中国指数的12个月目标值从85调整至90。摩根士丹利资本国际中国指数是一个追踪在国内外上市的大型及中型中国公司表现的股票市场指数。Zhang Bin, a nonresident senior fellow at the China Finance 40 Forum and a national political adviser, said that China's economic growth has been resilient this year, as industrial production maintained solid momentum while exports to other regions offset the decline of exports to the US.张斌是“中国金融40人论坛”的非驻会高级研究员,也是国家政治顾问。他表示,今年中国的经济增长表现强劲,工业生产保持了稳定增长态势,同时对其他地区的出口弥补了对美国出口的下降。With 5.3 percent first-half growth, Zhang said that China's full-year GDP growth target of about 5 percent should be well within reach. However, he noted that the challenge of insufficient demand — and, therefore, pressures on the labor and capital markets — may intensify in the second half amid lingering property market weakness and the unfolding impact of US tariffs on exports.上半年经济增长率为5.3%,张表示,中国全年约5%的GDP增长目标应该完全能够实现。不过他指出,由于需求不足所带来的挑战(进而给劳动力和资本市场带来压力)在下半年可能会加剧,原因在于房地产市场持续疲软以及美国对出口产品加征关税所带来的影响仍在持续。This has necessitated further macro policy support, said Zhang, who suggested the issuance of additional government bonds in the second half to boost public investment in urban renewal.The Political Bureau of the Communist Party of China Central Committee held a tone-setting meeting on Wednesday that made arrangements for economic work in the second half of the year. The meeting emphasized that macro policies should continue to exert force and be strengthened at an appropriate time, calling for efforts to expand consumer demand by ensuring and improving people's living standards, carrying out high-quality urban renewal, and consolidating the capital market's trend of stabilization and improvement.张表示,这需要进一步的宏观政策支持。他建议在下半年发行更多政府债券,以促进城市更新领域的公共投资。中共中央政治局周三召开了一次具有指导意义的会议,对下半年的经济工作进行了安排。会议强调,宏观政策应持续发力,并在适当的时候加强力度,要求通过保障和提高人民生活水平、开展高质量的城市更新以及巩固资本市场稳定向好的趋势等方式,努力扩大消费需求。Wang Qing, chief macroeconomic analyst at Golden Credit Rating International, said the meeting indicated that macro policies will continue to focus on growth stabilization in the second half.金信国际首席宏观经济分析师王青表示,此次会议表明,下半年宏观政策仍将侧重于促进经济增长的稳定。Anticipated measures include further interest rate cuts, consumption subsidies in more sectors such as travel, and greater advancements in using government bonds to purchase unsold property stock for affordable housing purposes, Wang said.王表示,预计采取的措施包括进一步降低利率、在更多领域(如旅游领域)提供消费补贴,以及在利用政府债券购买未售出的房产以用于保障性住房方面取得更大进展。 economic growth forecastn.经济增长预测/ˌiːkəˈnɒmɪkɡrəʊθ ˈfɔːkɑːst/macro policy supportn.宏观政策支持/ˈmækrəʊˈpɒləsi səˈpɔːt/
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss this week's GDP data and what's to come, the EU-US trade deal, China-US negotiations and why a weak housing market could be helping the economy. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
①China and the US have wrapped up two days of trade talks in Stockholm. What are the key outcomes?②The IMF has raised its economic growth forecast for China this year. What's driving this revision? ③Britain says it'll recognize Palestine as a state unless Israel agrees to an "immediate ceasefire" in Gaza. ④Trump sets a new deadline of 10 or 12 days for Russia to act on Ukraine. ⑤China has unveiled childcare subsidies to boost its birth rate. How effective could the policy be?
President Donald Trump has responded to the UK's plan to recognize Palestine under certain conditions. Jeffrey Epstein associate Ghislaine Maxwell has offered to testify in Congress but has given a set of conditions. We have new details about the Manhattan gunman. We explain why tariffs might surge after a two-day trade meeting between China and the US. Plus, why a town in France is setting a dress code for tourists. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Despite a cautious mood, US stocks held near record highs, while the US dollar recorded its biggest jump since May as trade jitters eased. Super Micro Computer surged on optimism around China-US trade relations, and Nike shares climbed following a broker upgrade, with analysts urging investors to "just buy it" ahead of the Soccer World Cup. In Europe, Heineken shares slipped after the company flagged flat sales volumes for the year. Meanwhile, in commodities, gold fell to a three-week low, while oil prices rose 2% on the back of a new US-EU trade agreement. Back home, Aussie shares are expected to open lower on Tuesday, with mining stocks still under pressure. Ryan and Tom also preview the upcoming US interest rate decision and what it could mean for markets. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.
Head-of-state diplomacy has provided crucial guidance for the development of Sino-US relations. It was the telephone talks between President Xi Jinping and his US counterpart on June 5 that enabled the two countries to keep their trade relations on the right track through their talks in London along with other efforts.国家元首层面的外交为中美关系的发展提供了至关重要的指导。正是6月5日习主席与美国总统之间的电话会谈,使得两国能够在伦敦举行的会谈以及其他一系列努力的共同作用下,将双边贸易关系维持在正轨上。China has been faithfully implementing its part of the outcomes from the framework reached during the London talks. This has laid a foundation for their talks in Stockholm from Sunday to Wednesday.中国一直切实履行了伦敦会谈所达成协议内容中的自身应尽之责。这为从本周日到周三在斯德哥尔摩举行的会谈奠定了基础。Nonetheless, optimism should be tempered. After making initial progress in their negotiations in Geneva and London, the talks in the Swedish capital are likely to address some tough nuts. Not to mention the US has threatened to impose so-called "secondary sanctions" on economies trading with Russia citing the Ukraine crisis. The US also claims to have reached deals with some economies that reportedly contain China-targeted clauses, in an apparent bid to provide itself with more leverages in future trade talks with China.不过,这种乐观情绪还是应该有所收敛。在日内瓦和伦敦的谈判初期取得了进展之后,瑞典首都的谈判可能会触及一些棘手的问题。更不用说美国还威胁要对与俄罗斯进行贸易的经济体实施所谓的“次级制裁”,理由是乌克兰危机。此外,美国还声称已与一些经济体达成协议,这些协议据说包含针对中国的条款,显然是为了在未来的与中国的贸易谈判中为自己争取更多筹码。These issues might not be avoidable in the Stockholm talks, but they must not be impassable barriers if the two sides are to move forward toward the common goal of straightening out their economic and trade relations.这些问题在斯德哥尔摩的谈判中或许难以完全避免,但倘若双方要朝着改善经济和贸易关系这一共同目标迈进,那么这些问题绝不能成为无法逾越的障碍。To create the necessary conditions to ensure the forthcoming talks remain solution-oriented, the two negotiating teams should implement the common understanding the two leaders have reached, which is necessary to guarantee their discussions focus on what really matters in their economic and trade relations.为确保即将举行的谈判始终以解决问题为导向,双方谈判团队应落实两位领导人在会谈中达成的共识,这一共识对于确保双方讨论聚焦于其经济和贸易关系中的真正关键问题至关重要。As President Xi pointed out in his talks with US President Donald Trump last month, for the smooth sailing of China-US relations it is particularly important that the two sides steer clear of disturbances and disruptions.正如习主席上个月与美国总统唐纳德·特朗普会谈时所指出的那样,为了使中美关系能够顺利发展,双方务必避免出现干扰和破坏的情况。Since the two countries have made some progress in their previous talks, they should continue to make good use of the economic and trade consultation mechanism already in place, and seek win-win results in the spirit of equality and respect for each other's concerns, as agreed by the two leaders.鉴于两国在之前的会谈中已取得了一定进展,他们应当继续充分利用现有的经济和贸易协商机制。并且按照两位领导所达成的共识,本着平等和尊重彼此关切的原则,寻求双赢的结果。China has always focused on doing its own things well in its quest for high-quality development, high-standard opening-up and innovation-driven growth.中国一直致力于在自身发展过程中做到最好,以实现高质量发展、高标准开放以及创新驱动型增长。That also provides new opportunities for foreign companies and investors, including those from the US. A recent report by the US-China Business Council suggests that 82 percent of US companies in China reported making a profit last year, underscoring the common interests and potential for cooperation that exist between the two countries.这也为外国公司和投资者(包括来自美国的公司和投资者)提供了新的机遇。美国中国商会近期发布的一份报告指出,82%在华的美国公司去年实现了盈利,这凸显了中美两国之间存在的共同利益以及合作的潜力。That the country's total goods imports and exports in yuan-denominated terms rose to 21.79 trillion yuan ($3.05 trillion) in the first half of 2025, up 2.9 percent year-on-year despite the overall world trade being lackluster clearly shows that China is enhancing its capability to resist the headwinds of protectionism and unilateralism.2025年上半年,该国以人民币计价的货物进出口总额达到21.79万亿元(约合3.05万亿美元),同比增长2.9%,尽管全球贸易总体表现不佳,但这一数据表明中国正在增强抵御保护主义和单边主义逆风的能力。So in the process of recalibrating bilateral trade relations, the US side should rationally view China's development, and recognize the cooperative nature of bilateral relations. It should meet China halfway in that direction in the negotiations.因此,在重新调整双边贸易关系的过程中,美方应当理性看待中国的发展,并认识到双边关系的互利性质。在谈判中,美方应当朝着这个方向做出适当让步。To that end, more efforts should be made to guard against the potential disruptions that may pop up from time to time to prevent them from derailing the mutually beneficial cooperation between the two countries.为此,应当付出更多努力来防范可能出现的随时可能出现的潜在干扰因素,以防止它们破坏两国之间的互利合作。China is sincere and principled about its cooperation with the US, and it always honors and delivers what has been promised.中国在与美国的合作中秉持着真诚且坚定的原则,并且始终会履行所作出的承诺。For the overall benefit of Sino-US ties, both sides should make good on the agreements reached in Geneva and London, and carry on the practical momentum by enhancing communication in such fields as foreign affairs, economy and trade, and law enforcement to consolidate the consensus, clear up misunderstandings, and strengthen collaboration.为了中美关系的整体利益,双方都应切实履行在日内瓦和伦敦达成的协议,并通过加强外交、经济贸易和执法等领域的沟通来保持当前的良好势头,以巩固共识、消除误解并加强合作。 bilateral trade relationsn.双边贸易关系/ˌbaɪˈlætərəl treɪd rɪˈleɪʃnz/win-win resultsn.双赢结果/ˌwɪnˈwɪn rɪˈzʌlts/
Beijing and Washington are set to hold the third round of trade talks in Sweden, a positive development that analysts said will not only help the world's two largest economies steady their ties, but also inject much-needed certainty into the global economy.北京和华盛顿将于在瑞典举行第三轮贸易谈判,这一进展受到了分析人士的肯定。他们认为,此次谈判不仅有助于世界上最大的两个经济体稳固彼此关系,还将为全球经济注入急需的确定性。Vice-Premier He Lifeng will be in Sweden from Sunday to Tuesday to hold economic and trade talks with United States officials, as agreed upon by both sides, the Ministry of Commerce said on Wednesday.北京和华盛顿将于在瑞典举行第三轮贸易谈判,这一进展受到了分析人士的肯定。他们认为,此次谈判不仅有助于世界上最大的两个经济体稳固彼此关系,还将为全球经济注入急需的确定性。The two sides will fully leverage their economic and trade consultation mechanism and continue consultations on issues of mutual concern in the spirit of mutual respect, peaceful coexistence and win-win cooperation, the ministry added.该部门补充道:“双方将充分利用其经济与贸易磋商机制,并本着相互尊重、和平共处以及互利共赢的精神,继续就彼此关心的问题进行磋商。”Ahead of the ministry's announcement, China's top market regulator said on Tuesday that it has suspended a probe into DuPont China Holding Co — a subsidiary of the US firm DuPont — over the company's suspected violation of the nation's anti-monopoly law.在该部门宣布相关决定之前,中国最高市场监管部门于周二表示,已暂停对杜邦中国控股有限公司(美国杜邦公司的子公司)的调查。此次调查是因该公司涉嫌违反中国反垄断法而展开的。Since mid-May, top negotiators from Beijing and Washington have already engaged in two rounds of trade talks, in Geneva and London.自五月中旬以来,北京和华盛顿的高级谈判代表已在日内瓦和伦敦进行了两轮贸易谈判。The two countries agreed to a 90-day pause in their triple-digit tariffs. Additionally, Beijing has approved applications for the eligible export of rare earth elements to the US, while Washington has, in turn, slashed its restrictive measures against China.两国同意暂时暂停征收高达三位数的关税,为期90天。此外,北京已批准符合条件的稀土元素向美国的出口申请,而华盛顿方面也相应地降低了对中国的限制措施。Outbound shipments of rare earth magnets from China to the US surged to 353 metric tons in June, a 660 percent increase from the previous month's level, according to data released on Sunday by the General Administration of Customs.据海关总署周日发布的数据,6月份中国向美国出口的稀土磁体数量猛增至353吨,较上月增长了660%。Gao Lingyun, a researcher at the Chinese Academy of Social Sciences in Beijing, said: "The interests of China and the US are deeply intertwined. Both stand to gain from cooperation and lose from confrontation."中国社会科学院北京分院的研究员高凌云表示:“中美两国的利益紧密相连。双方都从合作中获益,而在对抗中则会受损。”It's in the best interests of both countries to enhance mutual understanding and manage their differences through equal dialogue, Gao said, adding that a sound and steady China-US relationship will also contribute to the recovery of the world economy.高表示,两国增进相互理解、通过平等对话来管控分歧,这符合两国的共同利益。他还指出,稳固且持续的中美关系也将有助于全球经济的复苏。trade talksn.贸易谈判/treɪd tɔːks/rare earth elementsn.稀土元素/reə(r) ɜːθ ˈelɪmənts/
Full interview: Andrew Browne is a Pulitzer Prize-winning journalist who was the China Editor for the Wall Street Journal and the Asia-Pacific Editor for Reuters. While in New Zealand for the China Business Summit, he spoke with Q+A about the China-US relationship and how New Zealand can make the most of global uncertainty.
As we continue our series on China-US climate cooperation, today we discuss how China is concentrating its efforts to reduce methane emissions, a powerful greenhouse gas, and opening up to international cooperation, especially with the US.
EU draws up retaliatory tariffs for US goods in case a trade deal is not reached, including aircraft and booze, according to WSJ.European bourses are modestly firmer, US futures also gain with clear outperformance in the NQ boosted by NVIDIA.NVIDIA (+5% pre-market) to resume H20 sales to China and announces new, fully compliant GPU for China.USD a little lower into US CPI, Antipodeans top the G10 pile given the risk sentiment.USTs flat into CPI & Bowman, Bunds lead, OATs await Bayrou & Gilts await Bailey/Reeves.Crude lower but off worst levels on reports that Trump asked if Ukraine are able to hit Moscow with US weapons.Looking ahead, US & Canadian CPI, OPEC MOMR, Bundesbank Monthly Report, Speakers including Fed's Bowman, Barr, Barkin & Collins, BoE's Bailey & UK Chancellor Reeves. Earnings from JPMorgan, Blackrock, Wells Fargo, Citi.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In this episode we chat with Shanghai-based author and editor Jacob Dreyer, a China watcher who writes with great insight and nuance about the shifting landscape of China-US relations. We touch on questions such as: Is the China model of governance outperforming Western liberal democracy? Is China winning the AI and technology wars? (Spoiler alert: That ship has sailed.) How do the architecture and logic of surveillance and information control systems differ between the U.S. and China? Is the current China-US geopolitical chill drifting toward a hot war? And finally, we unpack the question posed in Jacob's guest op-ed in the New York Times: Is Trump's America beginning to look more like China?
Today, we continue our series on China-US climate cooperation and look at how the world's two largest emitters are including carbon capture and storage in their overall strategy to combat climate change. But will their decade-long cooperation unlock solutions or spark new controversies?
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Today, we continue our series on China-US climate cooperation with the second half of NewsChina's interview with Former US Climate Envoy Todd Stern. This time, he explains how cross-cultural friendship helped push the Paris Agreement forward, and he brings us up to date on the Sunnylands Statement that was announced in 2023.
Arthur Kroeber is a leading researcher on Chinese tech and macro, a founding partner at Gavekal Dragonomics, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works.On this episode, we discuss how China achieved high-tech manufacturing dominance, and where they'll go from here. By Arthur's account, the Chinese government is like a giant VC fund: they decide on key priorities and then spend hundreds of billions of dollars subsidizing ruthless competition at the local level. They are willing to lose huge amounts of money for a few of their bets to pay off: at China's scale, effectiveness matters more than efficiency.There's also a growing bipartisan consensus that we need to combat China's rise. This doesn't make much sense to me. China is a big, powerful country at the frontier in many fields, and its economy is intricately tied in with our own. Being instinctively adversarial is both unsustainable and risky. Arthur and I discuss how we can create a productive, mutually beneficial version of this relationship.Watch on YouTube; listen on Apple Podcasts or Spotify.Sponsors* Scale is building the infrastructure for smarter, safer AI. In addition to their Data Foundry, they recently released Scale Evaluation, a tool that diagnoses model limitations. Learn how Scale can help you push the frontier at scale.com/dwarkesh.* WorkOS Radar ensures your product's free trials go to actual users. Radar uses 80+ signals to distinguish malicious bots from real people, eliminating costly free-tier abuse. See why companies like Cursor, Perplexity, and OpenAI use Radar by visiting workos.com/radar.* Lighthouse is THE fastest immigration solution for the technology industry. They help you understand your options and navigate applications for expert visas like the O-1A and EB-1A. Explore which visa is right for you at https://www.lighthousehq.com/ref/Dwarkesh.To sponsor a future episode, visit dwarkesh.com/advertise.Timestamps(00:00:00) – We should reconcile with China(00:21:21) – BYD, Tesla, & Chinese EV industry(00:36:05) – Will China have a Japan-style financial crisis?(00:44:39) – Local debt situation is manageable(00:57:28) – If CCP is so competent, why isn't China richer?(01:05:08) – How China keeps tech under control(01:33:45) – Does China win AI?(01:43:34) – Communication with China key for AI safety(02:10:08) – What foreigners get wrong about China(02:17:32) – China-US relationship future Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe
Today, we continue our series on China-US climate cooperation spotlighting Former US Climate Envoy Todd Stern who discusses secret meetings that helped push the Paris Agreement over the finish line, and the necessity of US-China collaboration to overcome challenges in our global transition to a zero-carbon future.
Timestamps: 0:00 i just think that's so cool 0:12 Nvidia N1x Arm CPU spotted 1:16 Android 16 on Pixels - open source still? 2:43 AI deals, lawsuits, and exploits 4:40 Sharge! 5:27 QUICK BITS INTRO 5:38 Switch 2 sales record, battery bug 6:15 China-US trade agreement 6:51 EVGA mobos borking GPUs 7:18 Google Beam device: HP Dimension 7:49 centipede farming robots, of course NEWS SOURCES: https://lmg.gg/mujzC Learn more about your ad choices. Visit megaphone.fm/adchoices
We dive into the presently shifting capital flow dynamic with David Skilling, Founding Director, Landfall Strategy Group. David’s firm provides insights on global economic, geopolitical, and policy developments to firms, investors, and governments, so we begin by getting a sense of the mood of his clients. We then discuss if the ongoing geoeconomic instability is creating room for Europe and Asia to come closer, even with the China-US complications in place. We then delve into his recent publication, Capital Wars, in which he argues that efforts to rebalance global trade flows will contribute to structural change in global capital flows. We go region by region, from the US to Europe, UK to Japan, and then ending with South-East Asia, to take stock of the likely impact of greater competition for capital at the firm and national levels.See omnystudio.com/listener for privacy information.
Thanks for listening to The Morning Five! Please subscribe to and rate The Morning Five on your favorite podcast platform. Learn more about the work of the Center for Christianity and Public Life at www.ccpubliclife.org. Today's host was a guest host, Melissa Wear, Owner of Public Square Strategies. Join the conversation and follow us at: Instagram: @michaelwear, @ccpubliclife Twitter: @MichaelRWear, @ccpubliclife and check out @tsfnetwork Music by: King Sis #politics #faith #prayer #news #China #US #trade #framework #tariff #appealscourt #ICE #protest #immigration #deportation #marines #nationalguard #military #Trump #Newsome #Austria #shooting #massshooting #gunlaws #guncontrol Learn more about your ad choices. Visit megaphone.fm/adchoices
"Three Things You Need to Know"...China-US negotiations...FBI to look into sponsoring ICE protests...textsSee omnystudio.com/listener for privacy information.
In this episode, Scott Becker covers eight key business stories, including renewed China-US trade talks, Apple’s focus on AI, Tesla’s stock dip, and more.
In this episode of The President's Daily Brief: We'll start things off with the U.S.-China trade truce—hanging by a thread after a series of aggressive moves from the Trump administration. Later in the show—an update on the conflict between India and Pakistan. Both nations have stepped back from the brink of war—but diplomacy remains on ice. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief TriTails Premium Beef: Visit https://TryBeef.com/PDBfor 2 free Flat Iron steaks with your first box over $250 Birch Gold: Text PDB to 989898 and get your free info kit on gold Learn more about your ad choices. Visit megaphone.fm/adchoices
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he breaks down today's biggest stories shaping America and the world. Putin Survives Assassination Attempt, Trump Calls Him “Crazy” – Vladimir Putin narrowly escapes a Ukrainian drone strike during a visit to the Kursk region. In response, Russia unleashes its most intense wave of missile attacks on Ukraine to date. Trump reacts by calling Putin “absolutely CRAZY,” signaling a sharp shift in tone. Trump Revives Nuclear Power—but Russia Controls the Fuel – Trump signs executive orders to accelerate U.S. nuclear energy expansion, especially small modular reactors. But a critical fuel—HALEU, is almost entirely sourced from Russia, raising concerns over energy independence and Putin's leverage. EU Trade War Paused as Trump Pushes Anti-China Alliance – After threatening a 50% tariff on EU imports, Trump delays action to July, aiming to secure a broader anti-China trade pact. European reluctance stems from pressure by Beijing and concerns over American economic demands. Trump Downplays U.S. Textile Industry – Trump says America doesn't need to manufacture T-shirts or sneakers—just tanks and chips. But experts and small business leaders argue U.S.-made apparel is critical to economic security, moral supply chains, and affordability. Wells Fargo: It Will Take $3 Trillion to Restore U.S. Industry – A new report estimates that returning U.S. manufacturing to 1970s strength would require $3 trillion in capital investment. Investors want policy consistency from Washington before backing the reshoring revolution. Beef Shortage Ahead: USDA Reports Lowest Supply in Years – Feedlot numbers and cold storage levels hit decade lows. Combined with poor grazing conditions, beef prices are set to rise, just in time for BBQ season. "And you shall know the truth, and the truth shall make you free." – John 8:32
Truth Be Told with Booker Scott – Over a two-day summit in Geneva, U.S. and Chinese negotiators claimed initial consensus on a trade agreement, pausing escalated tariffs for 90 days to draft a comprehensive final implementing deal. Despite mutual praise for ‘substantial progress,' skeptics highlight China's history of unmet trade commitments since its 2001 WTO entry, urging caution before trusting any promises.
Dan Nathan talks with Peter Boockvar from Bleakley Financial Group about the recent developments in the China-US trade deal and its implications on various markets, including stocks, currencies, and commodities. They delve into the impact of tariff rates, the economic strategies of both countries, and the potential scenarios that could play out over the next few months. Peter highlights China's advancements in technology and manufacturing, and how these changes affect global economic dynamics. They also discuss the potential effects on corporate tax rates, investment strategies, and the broader economic landscape, emphasizing the challenges businesses face in this uncertain environment. The episode concludes with thoughts on the future of the financial markets, the importance of international investments, and perspectives on gold and other assets. Get Peter's Newsletter: https://peterboockvar.substack.com/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Apple brings a slew of new accessibility features to its devices, and James Thatcher shares what the effect of the China-US tariff pause is likely to be on tech purchases.Starring Jason Howell, Tom Merritt, and James Thatcher.Links to stories in this episode can be found here.
A daily non-partisan, conversational breakdown of today's top news and breaking news stories Headlines: – Welcome To Mo News (02:00) – U.S & China Temporarily Pause Tariffs Ahead Of More Negotiations (07:00) – President Trump Trying To Force Drug Companies To Lower Prices (14:00) – Last American Hostage Held In Gaza Is Free (24:00) – President Trump Says It Would Be “Stupid” To Not Accept Plane From Qatar (28:40) – Major Airlines Set to Meet This Week After More Equipment Failures (34:00) – Republican Plan Would Cut $715 Billion In Medicaid Spending (37:15) – Diddy's Sex Trafficking Trial Underway With Graphic Testimony (40:25) – On This Day In History (42:40) Thanks To Our Sponsors: – LMNT - Free Sample Pack with any LMNT drink mix purchase – Shopify – $1 per-month trial Code: monews – Sonic Power - 20% off | Promo Code: MONEWS – Surfshark - 4 additional months of Surfshark VPN | Code: MONEWS – Industrious - Coworking office. 30% off day pass – Athletic Greens – AG1 Powder + 1 year of free Vitamin D & 5 free travel packs
As the Trump administration heads into a weekend of trade talks with Chinese officials, the President is floating a new tariff rate on Chinese imports: 80%. While it's much lower than the current tariff rate of 145%, it's still far too high for many businesses. We'll get into it. And, a recent legal win for Epic Games could shake up Apple's App Store. Plus, we'll weigh in on mass producing orchids and going cashless during a round of Half Full/Half Empty!Here's everything we talked about today:"DOJ, FTC open inquiry into the concert industry" from The L.A. Times "Fortnite applies to launch on Apple's App Store after Epic Games court win" from CNBC "How Apple Created a Legal Mess When It Skirted Judge's Ruling" from The New York Times "Ahead of China-US talks, Trump says 80% tariff 'seems right'" from Reuters"Revenge RTO: Workers are coming in late, leaving early and stealing snacks as they find small ways to get back at their bosses" from Fortune"Trump Revives Push for Higher Taxes on the Rich" from The New York Times"How the Exotic Orchid Became a Mass-Market Commodity" from The Wall Street Journal "The drawbacks of an increasingly cashless society" from MarketplaceStand up for Marketplace and public media during this critical time. Donate today: https://support.marketplace.org/smart-sn
As the Trump administration heads into a weekend of trade talks with Chinese officials, the President is floating a new tariff rate on Chinese imports: 80%. While it's much lower than the current tariff rate of 145%, it's still far too high for many businesses. We'll get into it. And, a recent legal win for Epic Games could shake up Apple's App Store. Plus, we'll weigh in on mass producing orchids and going cashless during a round of Half Full/Half Empty!Here's everything we talked about today:"DOJ, FTC open inquiry into the concert industry" from The L.A. Times "Fortnite applies to launch on Apple's App Store after Epic Games court win" from CNBC "How Apple Created a Legal Mess When It Skirted Judge's Ruling" from The New York Times "Ahead of China-US talks, Trump says 80% tariff 'seems right'" from Reuters"Revenge RTO: Workers are coming in late, leaving early and stealing snacks as they find small ways to get back at their bosses" from Fortune"Trump Revives Push for Higher Taxes on the Rich" from The New York Times"How the Exotic Orchid Became a Mass-Market Commodity" from The Wall Street Journal "The drawbacks of an increasingly cashless society" from MarketplaceStand up for Marketplace and public media during this critical time. Donate today: https://support.marketplace.org/smart-sn
A daily non-partisan, conversational breakdown of today's top news and breaking news stories Headlines: – Welcome To Mo News (02:00) – Conclave Begins: Who Could Be The Next Pope? (06:25) – Biden Sits Down With The BBC With Some Harsh Words For President Trump (11:50) – Second U.S. Navy Jet in 2 Weeks Is Lost Off the U.S.S. Truman (21:00) – Fed Holds Rate Steady, Sees Risk of Higher Inflation (22:45) – China Says U.S. Asked For Trade Meeting in Switzerland (24:00) – Moderna's Combo Covid And Flu mRNA Shot Outperforms Current Vaccines In Large Trial (25:50) – Apple Plans to Replace Google Search with AI in Safari Browser (27:20) – Disney Announces a Whole New Theme Park and Resort — and It's Not in Florida or California (30:00) – Golden Globes Will Introduce ‘Best Podcast' Category in 2026 (31:30) – On This Day In History (34:15) Thanks To Our Sponsors: – LMNT - Free Sample Pack with any LMNT drink mix purchase – Sonic Power - 20% off | Promo Code: MONEWS – Industrious - Coworking office. 30% off day pass – Aura Frames - $35 off best-selling Carver Mat frames | Promo Code: MONEWS – Athletic Greens – AG1 Powder + 1 year of free Vitamin D & 5 free travel packs
Preview: Colleague Anne Stevenson-Yang comments on what the China-US deal will include for China to deliver -- the ask. More later. 1972 Shanghai CONFUCIUS