Podcasts about us china

Episode 587: Neal and Toby talk about Klarna's mounting losses from customers failing to pay off their ‘buy now, pay later' loans. Then, a Chinese EV battery maker emerges as a winner from the US-China trade war with one of the biggest IPOs of the year. Plus, Axios just released their Harris Poll 100 which shows which brands customers trust the most, and Trader Joe's tops the list, while Tesla continues to fall. Next, a match to find out who is the best of the worst as Manchester United faces off against Tottenham for a spot in the Champions League.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit endthecampaign.com for more Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note  Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever been burned by finance companies, I know I have. So often as small minority owned businesses we do not get the best rates, offers or just out right get taken advantage of because of what we don't know. Thanks to our new partner, Encore Funding we are now bringing you a trusted source for government contract financing. With more than $500M in funding going to minorities alone in 2024 Encore is here to support your business. Visit encoregov.com for information on how to apply.   In this episode, I sit down with UCLA professor Dr. Chris Tang, a global supply chain expert with 40 years of experience, to unpack the real-world impact of the US-China trade war, the CHIPS Act, reshoring, and how global supply chain shifts are playing out on the ground. Dr. Tang breaks down why reshoring manufacturing isn't as easy—or as affordable—as we think, and how automation, tariffs, and labor shortages are rewriting America's industrial future. We also dive into the deeper issue affecting our society—why men are falling behind in education and the workforce, and what that means for the next generation. This episode goes beyond economics—it's about rebuilding America with intention, strategy, and heart. Whether you're a small business owner trying to navigate red tape, or just someone wondering how global events affect your day-to-day, you'll want to hear this. Linkedin: https://www.linkedin.com/in/christophertang1/ Company Linkedin: https://www.linkedin.com/company/informs-2/  Website: https://www.informs.org/ 

China is on the march, is very determined, and has some significant advantages over the U.S. What are they and how should we respond? Two esteemed China experts, former U.S. Deputy Secretary of State Kurt Campbell and National Security Council Deputy Senior Director for China Rush Doshi, say the key is to counter China's enormous scale by finding common cause with allies.  Listen, and learn a lot.

In this week's episode of China Insider, Miles Yu unpacks President Trump's recent visit to the Middle East, and the implications for US-China strategic competition in the region. Second, we discuss the politics of Rare Earth Minerals, and how the United States and its allies can formulate strategies to counter China's stranglehold on REM procurement and refinement. Lastly, Miles provides his analysis of the latest changes to US tariffs and trade policy toward China regarding the de minimis threshold and impact on US-China e-commerce competition.China Insider is a weekly podcast project from Hudson Institute's China Center, hosted by China Center Director and Senior Fellow, Dr. Miles Yu, who provides weekly news that mainstream American outlets often miss, as well as in-depth commentary and analysis on the China challenge and the free world's future.

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.

In back-to-back explosive monologues, Tara delivers a raw, unfiltered breakdown of two urgent crises facing America: the escalating trade war with China and the looming U.S. economic meltdown. She reads word-for-word from a New York Post editorial exposing how Trump's tariff strategy forced shocking admissions from Chinese officials—including their role in the fentanyl epidemic—and critiques the Biden administration's weak follow-through. Tara then turns her focus to Washington's reckless spending, calling out both parties for pushing the national debt toward $47 trillion while the Federal Reserve quietly props up the economy with stealth bond buys. With passion and precision, she asks the hard questions: Can we really trust China? Can Trump save the economy again? And is America running out of time?

Don't fall for the two-invoice trap. On today's news episode, we've invited Molly Sitkowski to break down the complex US-China trade landscape, offering critical insights for businesses navigating the treacherous waters of international import regulations. Key Discussion Points: - US-China 90-Day Trade Deal Breakdown - Tariff Calculation Complexities (Spoiler: It's more than just percentages) - Substantial Transformation Test Explained - Avoiding Costly Compliance Mistakes Connect with Mollie Sitkowski: LinkedIn: https://www.linkedin.com/in/molliesitkowski/  Website: https://www.faegredrinker.com/en/services/services?  Critical Takeaways: 1. Tariff Landscape: - Current tariff rates potentially reaching 55-70% on Chinese imports - Predicted future rates around 20-34% - Potential long-term impact on manufacturing and supply chains 2. Compliance Red Flags: - Beware of two-invoice strategies - Understand substantial transformation rules - Verify supplier origin declarations Expert Quotes: "Customs can basically use whatever they want to determine origin" - Molly Sitkowski Actionable Strategies: - Check USMCA exemptions - Communicate transparently with suppliers - Understand complex tariff classification rules Value Proposition: This episode is an essential listen for: - Small business owners - Import/export professionals - Supply chain managers - Trade compliance specialists   In the midst of all this chaos, education is your best ally. Access Exclusive Resources Here ⏬ Recommended Resources: Check out these courses we offer here at GTC!

Derek welcomes back Jake Werner, director of the East Asia Program at the Quincy Institute, to talk about the latest New Cold War developments. They discuss the Chinese government's view of Donald Trump, US-China trade negotiations, Beijing's approach to great power politics, Taiwan's position in US-China relations under Trump, China's role in domestic US politics, and what a smarter US trade policy might look like. Learn more about your ad choices. Visit megaphone.fm/adchoices

【聊了什么】 特朗普2.0执政已过百日，民调下滑与中美关税的戏剧性调整，是否已为他的“蜜月期”画上句号？更核心的问题是：面对持续的冲击，美国的政治与经济体制能否经受住特朗普2.0的考验？政府对民意和市场的反应机制，是依然敏锐，还是日渐迟钝？这位话题不断的总统，其未来的执政重心又将剑指何方？ 播客文字稿（付费会员专享）：https://theamericanroulette.com/trump-2-0-honeymoon-over-now-what-transcript/ 本期节目录制于5月13日。 【美轮美换 × 疲惫娇娃线上读书会】 我们最近将与友台《疲惫娇娃》联合举办一场线上读书会活动，这次讨论的是今年的一本新书——《Abundance》。 这次读书会分成两期，每期1.5个小时，分别阅读书里的不同章节，并在读书会上一起进行讨论。 读书会对美轮美换付费会员免费开放（请使用会员邮箱登录在下方页面获取折扣码），也欢迎大家打赏支持。 详情请见此链接：https://theamericanroulette.com/hui-yuan-huo-dong-mei-lun-mei-huan-x-pi-bei-jiao-wa-xian-shang-du-shu-hui-abundance/ 【支持我们】 如果喜欢这期节目并希望支持我们将节目继续做下去： 也欢迎加入我们的会员计划： https://theamericanroulette.com/paid-membership/ 会员可以收到每周2-5封newsletter，可以加入会员社群，参加会员活动，并享受更多福利。 合作投稿邮箱：american.roulette.pod@gmail.com 【时间轴】 0:00:00 执政百日：特朗普“蜜月期”结束与“只破不立”的开局 00:03:22 美国政治经济系统在特朗普2.0冲击下的韧性与损伤 00:27:43 特朗普的执政风格、权力运用及潜在“爆点”预测 00:40:51 “大而美丽法案”推进的挑战与共和党内部分歧 00:21:38 民主党应对策略的迷思与自由主义治理有效性质疑 01:05:21 马斯克和DOGE的“休克疗法”及其争议性遗产 01:10:51 特朗普2.0白宫的“宫廷政治”与核心幕僚浮沉 01:23:24 美国中东战略调整与中美关税谈判的戏剧性转折 【我们是谁】 美轮美换是一档深入探讨当今美国政治的中文播客。 我们的主播和嘉宾： Talich：美国政治和文化历史爱好者 王浩岚：美国政治爱好者，岚目公众号主笔兼消息二道贩子 Lokin：美国法学院毕业生，即将成为一名纽约诉讼律师 【 What We Talked About】 With Trump 2.0 now past the 100-day mark of his presidency, multiple polls indicating a significant decline in his approval ratings, and the recent emergence of dramatic adjustments to US-China tariffs, can we definitively say his honeymoon period is over? Can America's economic and political systems withstand the test of Trump 2.0? Is the government's mechanism for responding to public opinion and the market still effective? And where will the focus of his governance shift next? This episode was recorded on May 13th. 【Support Us】 If you like our show and want to support us, please consider the following: Join our membership program: https://theamericanroulette.com/paid-membership/ Support us on Patreon: www.patreon.com/americanroulette Business Inquiries and fan mail: american.roulette.pod@gmail.com 【Timeline】 0:00:00 First 100 Days: Trump's "Honeymoon Period" Ends & An Opening of "All Destruction, No Construction" 00:03:22 America's Political-Economic Systems: Resilience & Damage Under Trump 2.0's Impact 00:27:43 Trump's Governing Style, Use of Power & Predictions of Potential "Flashpoints" 00:40:51 The "One Big Beautiful Bill": Challenges to Passage & Internal GOP Divisions 00:21:38 Democratic Strategy: Dilemmas & Questioning Liberal Governance Effectiveness 01:05:21 Musk's DOGE "Shock Therapy" & Controversial Legacy 01:10:51 Trump 2.0 White House: "Palace Politics" & The Rise and Fall of Core Aides 01:23:24 US Middle East Strategy Shifts & The Dramatic Turn in US-China Tariff Negotiations 【Who We Are】 The American Roulette is a podcast dedicated to helping the Chinese-speaking community understand fast-changing U.S. politics. Our Hosts and Guests: Talich：Aficionado of American politics, culture, and history 王浩岚 (Haolan Wang): American political enthusiast, chief writer at Lán Mù WeChat Official Account, and peddler of information Lokin: U.S. law school student, incoming NY litigation lawyer

#ThisMorning on #BRN #Finance #2072 | The #US - #China #Tariff #Deal: What's the #Impact to #Food #Prices | David Anderson, PhD., Texas A&M University  | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday

(0:00) The Besties welcome Ben Shapiro! (1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament (7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East" (35:18) US-China deal: is the tide turning on tariffs? (46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral (1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others (1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention? Follow Ben Shapiro: https://x.com/benshapiro Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12 https://www.cnn.com/2019/07/02/politics/donald-trump-dictators-kim-jong-un-vladimir-putin https://newrepublic.com/post/185836/trump-brags-dictators-orban-debate-harris https://www.cnbc.com/quotes/US30Y https://www.politico.com/live-updates/2025/05/14/congress/the-titanic-johnson-predicts-houses-big-beautiful-reconciliation-bill-will-sink-in-the-senate-00348310 https://fred.stlouisfed.org/series/GFDEBTN https://fred.stlouisfed.org/series/GFDEGDQ188S https://www.nytimes.com/2025/05/12/opinion/josh-hawley-dont-cut-medicaid.html https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-put-american-patients-first-by-lowering-drug-prices-and-stopping-foreign-free-riding-on-american-pharmaceutical-innovation/

(The Center Square) – U.S. stocks soared Monday after the world's two largest economies reached a temporary trade deal to significantly lower tariffs while talks continue. The Dow gained 2.8% to close at 42,410, above where it closed on April 2 before President Donald Trump's "Liberation Day" tariffs drove markets down. The S&P 500 gained 3.26% on the day while the Nasdaq was up 4.3%, entering a new bull market by closing 20% above its April low point. On Monday morning, China and the U.S. released details of a trade pact reached over the weekend after talks in Geneva. The U.S. and China said they will cut tariffs on imports from each other by May 14.Support this podcast: https://secure.anedot.com/franklin-news-foundation/ce052532-b1e4-41c4-945c-d7ce2f52c38a?source_code=xxxxxxFull story: https://www.thecentersquare.com/national/article_700f445f-e11a-4496-9456-402a50f0b243.html

Markets ended the week on a steady note after big gains driven by a US-China tariff rollback. But new worries about inflation, consumer confidence, and a blocked tax bill kept traders cautious. Let's unpack it.Just a quick reminder, Capital Markets Quickie is brought to you by AMF Capital AG, Asset Management Frankfurt, your leading provider for individual investment solutions and mutual funds. Visit https://www.amf-capital.de for more information.>>> Make sure to check out my newsletter "Cela's Weekly Insights":https://endritcela.com/newsletter/>>> You can subscribe here to our YouTube Channel “MVP – Main Value Partners”:https://www.youtube.com/@MainValue>>> Visit my website for more information:http://www.endritcela.com>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Strong emotions can drive you to make ill-timed decisions when it comes to growing your wealth. Fears of never-ending trade wars, a sinking economy and skyrocketing inflation captured our imagination while stock prices plunged last month. The Media's amplification of doom and gloom can cause a visceral response, luring you into making rash decisions with your hard-earned money. Now, with trade deals being negotiated, wages rising, cost of living moderation, and stock prices climbing, it appears the world isn't going to end. On episode 204 of the Payne Points of Wealth, we address the deep-burning question on everyone's mind: “Is the BIG rally in stocks going to hold?” Join us as we discuss the high levels of fear among professional investors, the “real” state of the US economy, and uncover the underlying conditions that could lead to even more gains in your portfolio. From the US-China trade truce to strengthening economic data, we break down what you need to know to grow your wealth long-term. Whether you're retired, building your financial life, or just getting started, this episode is packed with insights and strategies on how to navigate extreme volatility and stay focused on your long-term goals. Don't miss out on the chance to be prepared for what could be a monumental shift in the stock market!

Alex Jordan rejoins the show to see if he can impersonate Danny as well as he impersonated Derek a couple of weeks ago. He and Derek discuss the India-Pakistan ceasefire (01:23); Donald Trump's big Persian Gulf tour (04:24)(filled with Deals, Bribes, and announcements about Syrian sanctions (7:49) and Iranian nuclear talks (10:40)); the latest developments in Gaza (15:34); the US-China tariff pause (26:52); the PKK's major disarmament announcement (29:19); a new round of Russia-Ukraine peace talks (32:19); major clashes between militias in Libya (35:49); the arrival of the first group of Afrikaner refugees to the US (39:33); Luis Arce's decision to quit the Bolivian presidential race (41:17); the sacking of US National Intelligence Council staff for daring to contradict President Trump (43:09); and whether or not the US is still going to have habeas corpus for much longer (46:04). You can watch Alex Jordan on the Quincy Institute's inaugural episode of the YouTube program “Always at War," which he co-hosted with Courtney Rawlings. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alex Jordan rejoins the show to see if he can impersonate Danny as well as he impersonated Derek a couple of weeks ago. He and Derek discuss the India-Pakistan ceasefire, Donald Trump's big Persian Gulf tour (filled with Deals, Bribes, and announcements about Syrian sanctions and Iranian nuclear talks), the latest developments in Gaza, the US-China tariff pause, the PKK's major disarmament announcement, a new round of Russia-Ukraine peace talks, major clashes between militias in Libya, the arrival of the first group of Afrikaner refugees to the US, Luis Arce's decision to quit the Bolivian presidential race, the sacking of US National Intelligence Council staff for daring to contradict President Trump, and whether or not the US is still going to have habeas corpus for much longer.You can watch Alex Jordan on the Quincy Institute's inaugural episode of the YouTube program “Always at War," which he co-hosted with Courtney Rawlings.Topics:01:23 India-Pakistan ceasefire announcement.04:18 Trump's Persian Gulf tour and deals.07:49 Trump's announcement regarding Syria sanctions.10:40 Efforts to revive the Iran nuclear deal.15:28 Israeli efforts to displace Palestinians in Gaza.17:24 New US-led humanitarian foundation for Gaza.21:27 Release of American-Israeli hostage by Hamas.26:46 US-China trade war detente.29:13 PKK announces major disarmament.32:19 Diplomatic efforts to end Russia-Ukraine war.35:45 Major clashes between militias in Libya.39:33 Arrival of the first group of Afrikaner refugees to the US.41:17 Luis Arce's decision to quit the Bolivian presidential race.43:09 Sacking of US National Intelligence Council staff for contradicting President Trump.46:04 Potential suspension of habeas corpus in the US.48:47 Habeas corpus suspension and executive power.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

US equity futures are slightly weaker. European markets are firmer, while most Asian markets ended mixed. Markets continue to digest this week's US-China tariff de-escalation, with investor focus shifting toward the potential for new trade deals. Press reports suggest progress toward a US-Japan agreement, while Indian trade officials prepare to visit the US following comments from Trump about a potential zero-tariff offer from Delhi. April retail sales and core PPI both came in below expectations, while the Empire State and Philly Fed indices pointed to mixed regional activity. Fed Chair Powell avoided current policy commentary but reaffirmed the 2% inflation goal and flagged more frequent supply shocks going forward.Companies mentioned: Live Nation Entertainment, Meta Platforms, NVIDIA

The 90-day pause on US-China tariffs has prompted many questions: Will this make it easier for the Federal Reserve to cut interest rates? Will this end the speculation about the demise of American exceptionalism? In this episode, we tackle these issues and more. Plus, we interview Justin Leverenz, Chief Investment Officer of Invesco Developing Markets Equities, about his recent trip to China and his insights into the country's economy. (Invesco Distributors, Inc.)

A better-than-expected US-China trade reprieve and reduced recession probabilities has diminished the downside tail risks to both base metals demand and prices. While prices could continue to run higher in the near-term amid a further extension of Chinese demand front-loading following the 90-day tariff reprieve, we are cautious of the longevity of this extension and still think a more bearish reckoning is likely in 2H25 as all the pull-forward in demand eventually drives a rather significant hangover.   Speaker Gregory Shearer, Head of Base and Precious Metal Research    This podcast was recorded on 16 May 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4982649-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

This week, President Trump's whirlwind tour of the Middle East sees him striking arms deals and declaring an end to nation-building, even as he engages in tense discussions with former jihadist-turned-Syrian leader Ahmed al-Shara. Meanwhile, in Istanbul, Russian and Ukrainian negotiators prepare for the first peace talks in three years — without Putin, Trump, or Zelenskyy at the table. Russia's battlefield bluster contrasts with its costly, minimal gains, raising questions about its true leverage, and Zelenskyy argues that Putin's absence signals an unwillingness to seek peace. And finally, a temporary truce in the US-China trade war cools tensions, but economists warn that the economic fallout is far from over. Matt Kaminski, Prashant Rao, and Anna Sauerbrey join guest host Carla Anne Robbins on World Review to discuss this week's diplomacy, deals, and doubts.    

In this week's episode, Jeongmin and Joon Ha analyze the chaotic weekend that led to Kim Moon-soo becoming the People Power Party's presidential candidate after a dramatic series of reversals. Jeongmin breaks down an overnight decision by the PPP leadership to retract Kim's candidacy, followed by a party poll that ultimately reinstated him after Han Duck-soo's withdrawal. The duo then explores the newly released ten-point policy visions of the three main presidential candidates, with Lee Jae-myung emphasizing post-crisis recovery and state-led technological sector innovation, Kim Moon-soo focusing on pro-business deregulation and stronger national defense, and minor candidate Lee Jun-seok positioning himself as a reformer for younger generations. The team also unpacks the recent temporary agreement between the U.S. and China to dramatically reduce tariffs for a 90-day window and the South Korean officials' cautious response amid ongoing global trade uncertainties. They look ahead to the upcoming presidential debates and other election-related schedules throughout the rest of May, building up until the June 3 snap election. About the podcast: The Korea Pro Podcast is a weekly 15-minute conversation hosted by Korea Risk Group Executive Director Jeongmin Kim (@jeongminnkim), Editor John Lee (@koreanforeigner) and correspondent Joon Ha Park (@joonhawrites), diving deep into the most pressing stories shaping South Korea — and dissecting the most complicated ones for professionals monitoring ROK politics, diplomacy, culture, society and technology. Uploaded every Friday. This episode was recorded on Thursday, May 15, 2025. Audio edited by Gaby Magnuson

In this episode of the Carl Jackson Show, the host discusses various political topics, including Trump's prescription drug cap, the implications of the US-China trade war, and the EPA's new regulations on vehicle technology. He also delves into the dynamics of the Democratic Party under Biden's leadership, the role of illegal immigration in their strategy, and the significance of Trump's executive orders on drug pricing. The release of American hostage Eden Alexander is highlighted, along with the importance of legislative action for future policies. The episode concludes with a discussion on market reactions to the US-China trade agreement and a hopeful outlook for the economy. Facebook: https://www.facebook.com/carljacksonradio Twitter: https://twitter.com/carljacksonshow Parler: https://parler.com/carljacksonshow Instagram: https://www.instagram.com/thecarljacksonshow http://www.TheCarlJacksonShow.com See omnystudio.com/listener for privacy information.

The conversation covers a range of political topics, including Trump's Middle East tour and economic commitments, RFK Jr.'s testimony in Congress, congressional accountability, UK immigration policies, the Episcopal Church's stance on refugees, and Wesley Huff's theological insights. The discussion also delves into US-China trade relations and tariff policies, highlighting various perspectives and implications for the future.    

Watch the full podcast here! https://chinauncensored.tv/programs/podcast-296 Both China and Trump want Greenland. Joining us once again is Cleo Paskal, Senior Fellow at The Foundation for Defense of Democracies. And check out our other channel, China Uncensored: https://www.youtube.com/ChinaUncensored Our social media: X: https://www.x.com/ChinaUncensored Facebook: https://www.facebook.com/ChinaUncensored Instagram: https://www.instagram.com/ChinaUncensored #China

In this episode of the Carl Jackson Show, the host discusses various political topics, including Trump's prescription drug cap, the implications of the US-China trade war, and the EPA's new regulations on vehicle technology. He also delves into the dynamics of the Democratic Party under Biden's leadership, the role of illegal immigration in their strategy, and the significance of Trump's executive orders on drug pricing. The release of American hostage Eden Alexander is highlighted, along with the importance of legislative action for future policies. The episode concludes with a discussion on market reactions to the US-China trade agreement and a hopeful outlook for the economy. Facebook: https://www.facebook.com/carljacksonradio Twitter: https://twitter.com/carljacksonshow Parler: https://parler.com/carljacksonshow Instagram: https://www.instagram.com/thecarljacksonshow http://www.TheCarlJacksonShow.com See omnystudio.com/listener for privacy information.

Tune in for an episode with Zoe Alexandra and Indian journalist Prasanth R as they discuss the ceasefire between India and Pakistan, as well as Trump's tour in West Asia and shifts in relations with the US and countries of the region, the massacres in Ecuador and Peru, the China-CELAC meeting in Beijing as well as the latest on US-China tariff deal.

US equity futures are weaker. European equity markets are lower in early trade, while most Asian markets ended in negative territory. No major developments on the US-China tariff front, though recent signs of de-escalation persist. USTR Greer is in South Korea for APEC meetings with ongoing negotiations across Asia. Meanwhile, April's CPI surprise earlier this week reduced expectations for rate cuts, with the market now pricing in less than 50 bp of easing this year. The White House hinted a new trade deal could be announced upon Trump's return, while Japan and South Korea deals are reportedly nearing completion. Attention also on geopolitical headlines including Iran's openness to a nuclear deal with the US and Russia's absence from the Ukraine peace talks in Istanbul.Companies mentioned: Dick's Sporting Goods, Foot Locker, UnitedHealth Group, Nvidia

What are the near-term macro implications for China from the temporary tariff roll-back in Geneva? Can the truce become permanent? What are the spillover effects to the rest of the region? Are the Japan and Korea trade deals imminent? Are currency accords part of these deals? Will the BoJ continue normalizing sooner than October? Sajjid Chinoy, Haibin Zhu, Ayako Fujita and Seokgil Park discuss these questions and more.   This podcast was recorded on May 14, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-4978369-0, https://jpmorganmarkets.com/research/content/GPS-4982620-0 and https://jpmorganmarkets.com/research/content/GPS-4966658-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

Today, learn more about I-Bonds. Are they still worth buying? Clark explains how I-Bonds work and why they can be a solid part of your saving strategy. Also, the tariff news keeps coming, with a temporary reprieve on goods from China now in effect. Clark discusses what this will mean for consumers and merchants moving forward. Series I Savings Bonds: Segment 1 Ask Clark: Segment 2 The Tariff Reprieve: Segment 3 Ask Clark: Segment 4 Mentioned on the show: 6 Things To Know About Series I Savings Bonds Do Not Use Smartwatches or Smart Rings to Measure Blood Glucose Levels: FDA Safety Communication Dexcom G7 CGM and Stelo Glucose Biosensor Subaru Ascent SUVs Recalled. Automaker Advises Owners to Park Outside and Away From Structures. The Center For Auto Safety How Much Money Do I Need in My Emergency Fund? HSA Store - Learning Center What Is an HSA Account and How Does It Work? Clark.com resources: Episode transcripts Community.Clark.com  /  Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

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

The conversation covers a range of political topics, including Trump's recent speech in Riyadh, Biden's health and media portrayal, judicial rulings on immigration, UK political controversies regarding immigration, internal conflicts within the DNC, Joe Rogan's theological/philosophical discussions, and the dynamics of US-China trade relations. Each segment highlights the complexities and implications of these issues in the current political landscape.  

“The economic costs were beginning to become much more obvious—not just in terms of the market volatility, but potential shortages, inflation, the rare earths restrictions that the Chinese imposed. Those were going to bite soon.” On May 12, the White House announced a 90-day pause in the trade war between the United States and China and a significant reduction in tariffs following talks in Geneva. However, the impacts of the tariffs are already being felt by American consumers. Scott Kennedy, senior adviser and director of the CSIS Trustee Chair in Chinese Business and Economics, and Philip Luck, director of the CSIS Economics Program and Scholl Chair in International Business, join the podcast to discuss the suspension in trade measures and what might come next.

Kara and Scott discuss the U.S. and China temporarily putting their trade war on hold, and evaluate the damage that's been done. Then, Trump is poised to accept a jet from Qatar to be the new Air Force One. Is this his griftiest grift yet? Plus, Pope Leo shares his thoughts on AI, Newark Airport chaos continues, and Elizabeth Holmes's partner starts a company that claims to be "the future of diagnostics." Follow us on Instagram and Threads at @pivotpodcastofficial.Follow us on Bluesky at @pivotpod.bsky.socialFollow us on TikTok at @pivotpodcast.Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureEverything the [DS] put into place for the green new scam is being reversed. Start/Stop on cars will no longer be needed. Trump uses information to push market higher, all losses since liberation day have been recovered. China bows to Trump and begins the process of the deal. The golden age is upon, the parallel system is taking shape. The [DS] is panicking, they know Kash/Bongino are saving the children and shutting down the pedo network. The [DS] is now tracking Kash trying to push him out, this will fail. The [DS] system is being dismantled and their control over the Executive branch is coming to and end. The US is accepting the Boeing 747 as a gift, the D's panic, Sky Event. Economy https://twitter.com/epaleezeldin/status/1921894994769575972 It's official: US stocks have now recovered all of their historic Liberation Day losses US stocks have clawed back their losses since Trump's tariffs swung into effect on April 2. Major indexes traded in the green after the US announced a trade deal with China. The tariffs on goods from China will come down to 30%. Stocks have recouped their losses since Trump's Liberation Day tariffs first tanked markets, with investors on Monday cheering a big de-escalation in the US-China trade war. Source: businessinsider.com Treasury Secretary Bessent: “The Chinese Told Us Once Joe Biden Came into Office They Just Ignored Their Obligations” China and the United States have agreed to reduce tariffs by May 14, with China retaining a 10% tariff on American goods while the US retains a 10% reciprocal tariff on Chinese goods. Additionally, China has agreed to help the US “take aggressive actions to stem the flow of fentanyl and other precursors from China to illicit drug producers in North America.” Treasury Secretary Scott Bessent: In January 2020, President Trump produced a template. We had an excellent trade agreement with China, and the Biden administration chose not to enforce it. The Chinese delegation basically told us that once President Biden came into office, they just ignored their obligations. So we all already have a large framework. The other thing to remember here, Jonathan, is that this is a pause down to 10 %. The April second level for China is 34 %. So we will be working to see where their final reciprocal number ends up. The negotiations are a combination of tariffs, non-tariff trade barriers, currency manipulation, and subsidies of labor and capital. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");   Source: thegatewaypundit.com US and China Reach 90-Day Tariff Rollback Agreement After High-Level Talks in Geneva   In a major win for President Donald Trump's America First trade doctrine, the United States and Communist China have agreed to a 90-day rollback  Under the deal, the US will slash its previously imposed 145% tariffs on Chinese imports down to 30%, while China will match that with a reduction of its retaliatory 125% duties to just 10%, The Financial Times reports. This move, though temporarily softening the blow of Trump's full-spectrum trade offensive, keeps pressure squarely on the Chinese Communist Party to fundamentally shift its abusive trade beha...

On Monday, to the surprise of global investors, the U.S. and China agreed to a 90-day trade deal. The deal slashed tariffs between the two countries and sent stocks surging.  Leading the negotiations on the U.S. side was Treasury Secretary Scott Bessent. WSJ's Brian Schwartz, who covered the talks in Geneva, explains how Bessent became President Trump's man on trade policy and got China to ‘yes' on a temporary truce. Jessica Mendoza hosts.   Further Listening: -Made In America? Shoe Companies Already Tried That.  -Taking Stock of the ‘Sell America' Trade  -China Unleashes A Trade War Arsenal  -Tariff Trade-Off: Jobs vs. Higher Prices  Sign up for WSJ's free What's News newsletter . Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 581: Neal and Toby recap the aftermath of the US-China trade deal that essentially de-escalates the tariff volley between each superpower. Then, Trump vows to slash drug prices for Americans, which has Pharma companies worried about their bottomline. Also, the President takes his first foreign trip of the second term to the Gulf states to close some deals…hopefully. Meanwhile, Toby dives into the trend of remote workers getting their ish done but maybe at a cost to mental health? Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Visit endthecampaign.com for more Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note  Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - AMC 50% off on Wednesdays  03:10 - Markets React to China-US Deal  07:10 - American Drug Prices Drop? 12:10 - Trump Visit into the Gulf   17:45 - Remote Employees Are Stressed  21:00 - Headlines Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's Headlines: Following two days of trade negotiations in Switzerland, the US and China have agreed to a 90-day pause to finalize a long-term trade deal. In the interim, tariffs on Chinese imports will drop from 145% to 30%, while tariffs on US imports to China will decrease from 125% to 10%. However, small packages from China will still face a significant tariff of 120% or a flat fee. Meanwhile, President Trump signed an executive order pushing pharmaceutical companies to reduce prescription drug prices within 30 days or face potential regulation tying prices to international rates. Trump also prepares for a Middle East trip to Saudi Arabia, Qatar, and the UAE, reportedly aiming to announce trillion-dollar deals. This trip coincides with the release of American hostage Edan Alexander from Gaza after 19 months, facilitated by US-Hamas talks. In domestic politics, Trump appointed Todd Blanche, his former defense attorney, as the acting Librarian of Congress after ousting the previous librarian amid DEI policy changes. Additionally, tensions between Trump and Israeli PM Netanyahu have surfaced, partly due to recent US negotiations with Hamas and shifting policies in the Middle East. Resources/Articles mentioned in this episode: CNBC: China sees the U.S. trade deal as a huge win for Beijing  Axios: Despite China trade deal, Trump maintains 120% tariff on cheap goods AP News: Trump signs executive order setting 30-day deadline for drugmakers to lower prescription drug costs NY Times: Trump Heads to the Middle East Focused on Business Deals, Not Diplomacy  WA Post: Hamas frees U.S. hostage Edan Alexander in goodwill gesture to Trump  WA Post: Trump repeatedly bypasses Netanyahu, stoking dismay among Israelis Axios: Trump naming his former defense attorney as acting Librarian of Congress Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

U.S. Stocks surged Monday after this week's US-China tariff deal. But a rally in Asian stocks overnight fell off and the dollar also wobbled.USA TODAY White House Correspondent Swapna Venugopal Ramaswamy talks through President Donald Trump's drug price executive order.Hamas has freed US-Israeli hostage Edan Alexander, as Israel says no to a ceasefire. Meanwhile, Gaza's population faces critical risk of famine.The Trump administration welcomed 49 white South Africans to the U.S., after granting them refugee status as alleged victims of racial discrimination.A screwworm threat forces the U.S. to halt cattle imports from Mexico.USA TODAY Youth Mental Health Reporting Fellow Rachel Hale discusses how sports betting addiction is gripping some young men.Let us know what you think of this episode by sending an email to podcasts@usatoday.com.Episode Transcript available hereSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Despite overwhelmingly poor press coverage, President Trump's approval is on the rise as common sense Americans see and appreciate the rapid changes he's implementing across so many sectors. The White House releases directly to the people the details of the US-China trade agreement, and the Dow spikes. Listen as the president signs the executive order that finally lowers the cost of prescription drug prices for Americans to match the cheapest prices being paid by any country anywhere in the world.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Corn Struggles4:43 Soybeans Rally6:08 Wheat Sucks9:08 Planting Progress11:25 Wheat Ratings12:46 Mexican Feeder Cattle Suspension13:54 Stock Market Rally15:50 Shipments16:59 Flash Sale

Global stocks surged after the US and China slashed tariffs for 90 days, and Brussels is preparing to use capital controls and tariffs against Russia. Plus, OpenAI and Microsoft are rewriting the terms of their multibillion-dollar partnership in a high-stakes negotiation. Mentioned in this podcast:Who blinked first? How the US and China broke their trade deadlockWall Street stocks soar on US-China tariff reprieveEU readies capital controls and tariffs to safeguard Russia sanctionsOpenAI negotiates with Microsoft to unlock new funding and future IPOToday's FT News Briefing was produced by Fiona Symon, Sonja Hutson, Kasia Broussalian, Ethan Plotkin, Lulu Smyth, and Marc Filippino. Additional help from Simon Panayi, Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Dave Rubin of “The Rubin Report” talks about White House Press Secretary Karoline Leavitt stunning the mainstream media and Trump's critics with a major trade deal between the US and the United Kingdom as well as a temporary de-escalation with Xi Jinping over the US- China trade deal and a significant lowering of tariffs between the United States and China; White House Press Secretary Karoline Leavitt delivering a perfectly savage response to a reporter accusing Donald Trump of trying to use the office of the president to enrich his businesses; Rep.LaMonica McIver getting caught trying to break into a New Jersey ICE detention facility, Kristi Noem's perfect comeback to Senator Chris Van Hollen over the controversy surrounding the deportation of Kilmar Ábrego García; why a McDonalds in Fairfax Virginia now has a doorbell to deal with non-stop youth violence; Bernie Sanders staunchly defending his hypocritical use of a private jet to Fox News' Bret Baier for his Fight the Oligarchy rallies with Alexandria Ocasio-Cortez; “Real Time with Bill Maher's” audience cheering for Maher making clear that the young people of the Democratic Party like Hamas a lot more than any patriotism for America; and much more. WATCH the MEMBER-EXCLUSIVE segment of the show here: https://rubinreport.locals.com/ Check out the NEW RUBIN REPORT MERCH here: https://daverubin.store/ ---------- Today's Sponsors: Hillsdale College - Hillsdale College is offering more than 40 free online courses in the most important and enduring subjects. Start your free course, “American Citizenship and Its Decline,” with Victor Davis Hanson today. Go to: http://www.hillsdale.edu/dave Prolon - Rejuvenate your body from the inside out, while supporting enhanced skin appearance, fat loss, and improving energy and focus. Prolon is offering 15% off and a bonus gift for Rubin Report viewers. Go to: http://ProlonLife.com/DAVE Nandaka by Pique - The ultimate fuel for sustained energy and mental clarity. Right now, Pique is offering 20% off for life AND a free Starter Kit with your first purchase. Go to: http://Piquelife.com/RUBIN Learn more about your ad choices. Visit megaphone.fm/adchoices

 P.M. Edition for May 12. U.S. stocks rallied today—with the Nasdaq entering a bull market, closing 20% above its April low—after the U.S. and China agreed to temporarily unwind most of the tariffs they have imposed on each other's goods since April. Plus, President Trump signs an executive order intended to lower U.S. drug prices. WSJ White House correspondent Natalie Andrews joins to discuss the order and what it means for consumers. And the retail-property market, which had bounced back after the pandemic, is starting to fall flat. Kate King, who covers real estate for the Journal, talks about why that is and what it means for the broader state of the retail industry. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode Nick talks about US & China's Deal, Qatar's Gift and more! To watch FULL EPISODES and get ALL RUMBLE PREMIUM content AD FREE, join by clicking the link below, then the red RUMBLE PREMIUM button.  https://rumble.com/c/TheNickDiPaoloShow/exclusive MERCH - Grab some snazzy t-shirts, hats, hoodies,mugs, stickers etc. from our store! https://shop.nickdip.com/ TOUR DATES AND MORE - https://nickdip.com 5/15-16/2025 - Zanies, Rosemont, IL FOLLOW ME ON SOCIALS -   https://nickdipaolo.komi.io/

In this episode of The PDB Afternoon Bulletin:  We'll begin today with a surprise breakthrough regarding U.S.-China relations, as the two global economic powers agree to substantially roll back tariffs on each other's goods for 90-days and remove most economic barriers as part of a deal to defuse the trade war. Later in the show—Hamas unconditionally released American-Israeli hostage Edan Alexander from captivity in Gaza on Monday, following direct talks between the Iranian-backed terror group and the Trump administration.  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/PDB for 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 DeleteMe: Get 20% off your DeleteMe plan when you text PDB to 64000. Message and data rates apply Learn more about your ad choices. Visit megaphone.fm/adchoices

Story #1: U.S. and China edge toward a trade deal, pushing markets into the green. India and Pakistan agree to a ceasefire — is Ukraine-Russia next? We're joined by our friend Fox News contributor Joey Jones and the author of Behind the Badge to break it all down. Story #2: Trump targets Big Pharma — and two Democrats storm an ICE facility in New Jersey. Why does the Left always rally around someone other than Americans? Story #3: Cowboys draft grades, the George Pickens trade, and a promise fulfilled at the crawfish boil.   Tell Will what you thought about this podcast by emailing WillCainShow@fox.com Subscribe to The Will Cain Show on YouTube here: Watch The Will Cain Show! Follow Will on Twitter: @WillCain Learn more about your ad choices. Visit podcastchoices.com/adchoices

Within minutes of the announcement that the US and China had reached a trade deal slashing tariffs, the markets surged. They rocketed more than a thousand points! We're going to see what's really behind this US-China trade deal and why it has the Democrats in a complete meltdown.--Head to http://twc.health/turley and use code TURLEY to SAVE $75 off plus Free Shipping.*The content presented by sponsors may contain affiliate links. When you click and shop the links, Turley Talks may receive a small commission.*Leave a message for Steve! Call now! 717-844-5984Highlights:“The U.S. will cut tariffs on Chinese goods from 145 percent to 30% for 90 days, while China will lower its tariffs from 125 percent to 10% for the next 90 days.” “Fear of economic collapse forced China to negotiate with Trump.”“Scrubbing their data and removing tariffs before their meeting with the Trump administration in Switzerland was a clear indication that China was already blinking; this was already China caving.”Timestamps: [03:21] The new US-China trade agreement [05:42] Why the stock market responded with explosive optimism[07:12] What's behind the deal and how it signals a shift from globalism to mercantilism[11:54] Democrats' meltdown - how the media tries to spin the agreement against Trump--Thank you for taking the time to listen to this episode. If you enjoyed this episode, please subscribe and/or leave a review.FOLLOW me on X (Twitter): https://twitter.com/DrTurleyTalksSign up for the 'New Conservative Age Rising' Email Alerts to get lots of articles on conservative trends: https://turleytalks.com/subscribe-to-our-newsletter**The use of any copyrighted material in this podcast is done so for educational and informational purposes only including parody, commentary, and criticism. See Hosseinzadeh v. Klein, 276 F.Supp.3d 34 (S.D.N.Y. 2017); Equals Three, LLC v. Jukin Media, Inc., 139 F. Supp. 3d 1094 (C.D. Cal. 2015). It is believed that this constitutes a "fair use" of any such copyrighted material as provided for in section 107 of the US Copyright Law.

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.