Th this was the the fourth meeting that we had. Originally I I was assigned the the task of ne negotiating the the Tik Tok deal. My counterpart the Chinese vice premier Holong who's also their trade negotiator was to sign this and u it turned into a larger discussion on trade.This was our fourth meeting. Uh we met in Geneva, London, Stockholm, now Madrid. So, you know, we're we're touring uh the the European capitals.Uh we need to meet again before November 10th. Uh that is the date that our uh role expires ...

Trade & Tariffs - The US bond market is performing well due to revenue from tariffs, expected to bring in hundreds of billions of dollars this year to pay down the debt [26] - Chinese exports to the US are down approximately 14%, while exports to Europe are up approximately 6.9% [51] - The US trade deficit with China is expected to narrow by at least 30% this year and potentially more in 2026 [52] Federal Reserve & Monetary Policy - A 25 basis point rate cut is priced in [14] - The market is pricing in 75 basis points in rate cuts between now and the end of the year [18] - The Fed has an employment and growth mandate, with the dollar being a byproduct [8] - The President believes the Fed has been behind the curve [13][15] TikTok Deal & National Security - A framework for a deal regarding TikTok has been reached, with President Trump and party chair Xi expected to agree on a final deal [29][32] - The deal includes safeguards for US national security and the interests of citizens, especially children [37] - The Chinese government's approval is needed for the deal between ByteDance and new investors [37] Deregulation & Economic Growth - The US market is responding positively to President Trump's agenda, particularly non-inflationary growth and deregulation [23] - The administration aims to cut through the regulatory morass surrounding American businesses [23] - Deregulation is seen as crucial for the US to become an AI superpower and energy dominant [24]

Breaking news, China saying that the preliminary probe finds in video violated antimonopoly laws. What exactly does that mean. What are the implications of this. I think, you know, the timing of this is not coincidental.The Chinese have the wants to investigations of the weekend looking at the semiconductor sector. They've also just announced, obviously announcing this new video news as we as as we as I can on to air. So it's very unclear what this is actually going to mean for Nvidia.But I think basically ...

The US and India are close to resolving differences over a trade deal, President Donald Trump’s pick for ambassador said, while reiterating demands that New Delhi stop buying Russian oil. https://t.co/Qqx0k58Vlg ...

International Trade & Investment - A proposed $550 billion investment fund from the Japanese government to be managed by Donald Trump for investment in America [1][2][4] - The Japanese government would provide $550 billion to be invested in the US, with the Japanese recouping their investment and 90% of the profits going to American taxpayers [2] - The investment could be used to build generic pharmaceutical manufacturing, such as antibiotics, in America, reducing reliance on China [3] - The $550 billion investment could contribute 0.5% to the US GDP during Donald Trump's term [5] - The agreement is codified, with capital calls made to the Japanese for specific projects selected by Donald Trump [5] - If Japan stops funding projects before January 2029, tariffs would be reinstated, and the cash flow from the projects would remain with the United States [7] US-India Relations - India has increased its oil purchases from Russia from less than 2% to 40% due to sanctioned, cheap oil [11] - The US suggests India needs to choose a side and support the dollar and the US, or face a potential 50% tariff [16] - The US believes India will eventually seek a deal with the US due to economic pressures [19] US-Swiss Relations - The Swiss are sending a delegation to the US to make a new proposal, but the US is not optimistic due to trade imbalances [20][21][22] - The US views the European Union's offer of zero tariffs and a 15% payment to American exporters as more attractive than what Switzerland can offer [23] Economic Data & Bureau of Labor Statistics (BLS) - The Bureau of Labor Statistics (BLS) is experiencing technical problems with data retrieval tools [27] - The US Secretary of Commerce suggests the BLS needs new leadership, technology, and resources to ensure accurate data [28][29][30]

India’s Commerce and Industry Minister Piyush Goyal said negotiations with the US on the trade deal should be allowed to continue and that there was no need to “panic” over the delay https://t.co/vUzUZ37Hy4 ...

Japanese Prime Minister Shigeru Ishiba has reiterated his intention to stay on as leader after securing the lowering of US auto tariffs, dismissing the view that implementation of the trade deal with Washington might change his mind https://t.co/EK9ZrD45lA ...

Guys, busy hour. The White House is now saying via social media that President Trump has officially signed an executive order that will implement a trade deal with the country of Japan. Now, this sort of formalizes that framework agreement uh that was put in place earlier this summer.And the biggest detail here that matters the most is that they are now finally formalizing a 15% tariff for all imported cars from Japan. Remember, it was announced as a detail that would happen. But the uh the White House had ...

Japan’s top trade negotiator left for the US for ministerial talks, after lower level discussions on the July trade deal largely wrapped up https://t.co/23e5ivWNA2 ...

From @WSJopinion: What kind of bargain Trump drives with China will likely define his place in American and world history more than anything he has done or left undone in his presidency to date, writes @wrmead https://t.co/PFs4x3kjvu ...