ab Global Research 30 June 2025 China Economic Comment China Weekly: Sliding Home Sales, Trade-In to Continue, Trade Talks, Weak May Profits High frequency: sliding home sales, softer port activities in June 30-city property sales declined further to -11% YoY in the first 28 days of June from -3% YoY in May. That in tier 1 cities slid to -7% YoY, tier 2 cities narrowed decline to - 11% YoY and tier 3 cities weakened to -17% YoY (also see latest China housing survey). Port cargo throughput and container thro ...

Vanguard manages both the world’s largest mutual fund and its biggest exchange-traded fund. In an interview, the firm’s boss lays out what is next https://t.co/JcnmsM4B6d ...

US President Donald Trump said that his administration may begin sending out letters to trading partners as soon as Friday setting unilateral tariff rates ahead of a July 9 deadline for negotiations https://t.co/tKz2AcQ9YF ...

Canada’s finance minister said the country can negotiate a better trade deal with the Trump administration than other nations have received https://t.co/cl6lMnXfPg ...

The US and China have major disagreements on Taiwan, cyber and the South China Sea, but they can be set aside from trade talks, @stavridisj writes (via @opinion) https://t.co/UN7AySfLFp ...

You mentioned the other leg of the stool which is trade uh very much in focus now on the the framework that President Trump announced on Vietnam yesterday. I'm curious if you could tell us a little bit more about that. Has Vietnam agreed to it and those 20% tariffs where they send it over to us.Is that on top of the 10% tariffs that we already have. No, it it it's not stacked on top of the 10%. That that that's the reciprocal rate, right.So this would just be 20% tariffs that that would goods coming from Vi ...

What about other trade deals, Mr. . Secretary. Because we're we're getting close to that July 9th deadline on Wednesday.Are we going to see more of these type of deals between now and then. Uh, we are. Of course, everyone waits till the last minute.They think that they can get the best deal. And as as I've warned when I've done other media, these countries should be careful because that their rate could boomerang back to their April 2nd rate. On that note, Mr.. Secretary EU Commission and Chief Ursula Vando ...

So what we're talking about is EDA. And as of last night, we're hearing from the key players, the key names in EDA space, that they're now free to do business in China. What do we need to know.Yeah, that's right. So this is a strange one. It was just in May when we found out from the companies that they were going to have these export restrictions on China.Their EDA software is necessary to be able to design semiconductors. It was also strange the way that it got announced it was the companies that actually ...

Consumer discretionary is the worst sector of the year. Some of the biggest losers are retail names like Deckers, Lululemon, Ross Stores. Is the sector though prime for a rebound in the second half.Joining us now is Dana Telsey, Telsey Advisory Group CEO. Dana, good to see you. There's good to see you too.Thank you for having me. Yeah, it's good good to have you. Especially because there's such a mix of data.We were just talking about this labor report. Overall, great. the market's up, but underneath the su ...

The US took fresh steps to restrict the trade of Iranian oil, keeping up pressure on Iran even as President Donald Trump signaled possible relief after bombing its nuclear facilities. https://t.co/O7VN01AKhI ...