#数据 根据中国海关数据，中国今年前8个月对美国出口相关食用油及产品数量有限，金额不足40万美元。另据Volza海关数据，2024年6月至2025年5月，中国对美国出口仅18批次精炼菜籽油，主要用于食品加工企业试单，总金额不足百万美元。 https://t.co/6mjEOYDv04外汇交易员 (@myfxtrader):特朗普：“我认为，中国故意不购买美国的大豆，给我们的大豆种植户造成困难，是一种经济敌对行为。作为报复，我们正在考虑终止与中国在食用油及其他贸易领域的业务往来。例如，我们自己可以轻松生产食用油，无需从中国购买。” https://t.co/OL77zWsBxM ...

Renewed China US trade uncertainty continues to linger unnerving markets today. New US tariffs come into effect on imported timber kitchen cabinets but also upholstered furniture much of which comes from China. Disamoya principa investments joins us now.When you look at US China it's actually unclear what China and the US are playing at. >> Yeah. So I guess I'm fundamentally optimistic that directionally the US and China will continue to engage, will continue to um to forge ties.Um I think obviously it's ve ...

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US President Donald Trump said he might stop trade in cooking oil with China, injecting fresh tensions into the trade relationship between the world’s two largest economies https://t.co/mdHDRRpvQg ...

Trade Certainty & Economic Impact - Economic actors need certainty regarding US-China trade relations to make informed decisions about investments like factories and shipping [1] - Businesses require clarity on current and future tariff realities to plan effectively [2] Trade Diversion & Inflation Concerns - Excessive trade restrictions between the US and China could divert goods to Central and Eastern Asia, and Europe [2][3] - Trade diversion may lead to inflationary consequences [3] Trade Balance & Open Trade - The hope is for sufficient open trade, even with tariff restrictions, to maintain a reasonably balanced movement of trade and goods between the two countries [2]

Economic Resilience & Monetary Policy - European economies have shown surprising resilience in growth, inflation, and employment, exceeding initial expectations [1] - Monetary policy is considered to be in a good place, with inflation around 2% [4] - Interest rates are currently at 2%, and the central bank is prepared to respond to potential economic shocks [5] - The focus remains on medium-term inflation targets, with current readings looking positive [6] Trade & Tariffs - Europe's trade with the United States accounts for 17% of its total trade, making the US the largest partner [1][2] - Tariffs between the US and Europe have increased from 1.5% to 13%, impacting exporters, importers, and consumers [2] - The impact of tariffs is currently being absorbed roughly equally by exporters, importers, and consumers [3] - Increased trade between Europe and China has been observed, partly due to diversion of goods [18][19] Risks & Uncertainties - Uncertainty remains a key factor, requiring anticipation of political developments, geopolitical changes, and shifts in the global order [7] - Risks to economic growth are now more balanced, with some initial fears regarding tariffs and exchange rates not fully materializing [10][11] - Both upside and downside risks to inflation are being carefully monitored, with the current balance considered fairly even [12] - Trade tensions between the US and China, particularly regarding rare earth elements, have direct and indirect impacts on Europe [13][14][15] - Geopolitics is seen as a key driver of tariffs, rather than the other way around [23] US-Europe Relationship - A stable and predictable relationship between Europe and the United States is considered necessary, despite recent deterioration [24][26] - There is a hope for a settlement of the relationship based on trust, predictability, and reciprocated consideration [27]

India is fast-tracking trade talks with the US with the goal of concluding negotiations by next month, sources say, even as New Delhi’s purchases of Russian oil remain a sticking point https://t.co/oYfMBOQyDV ...

Trade Relations & Tariffs - The EU raised tariffs on steel imports, aiming to protect its market from global overcapacity, primarily stemming from China [1][2] - The EU emphasizes that the steel import restrictions are a horizontal measure, not specifically targeting any single country, but impacting all importers [2] - The US shares similar concerns with the EU regarding global steel overcapacity and protecting local markets, leading to engagement between the two [3] - EU-US trade relations are the largest in the world, with both being each other's largest trading partner, indicating significant economic stakes [4] Economic Growth & Uncertainty - Global trade uncertainty and tensions negatively affect growth, as the EU's economic model relies on open international trade [6] - The EU is committed to defending a functioning multilateral rules-based trading system and diversifying trade engagement through new trade agreements [6][7] - The EU has concluded trade agreements with Merkasur, Mexico, Switzerland, and Indonesia, and is negotiating with India, Thailand, and the United Arab Emirates [7] Investment Opportunities in Europe - The EU offers investors a single market of 450 million consumers and 26 million companies, characterized by predictability, rule of law, and strong institutions [9] - There is elevated investor interest in Euro-dominated assets due to the stability and predictability they offer in turbulent times [9] - Strengthening the competitiveness of the European economy and enhancing productivity growth is a priority for the current political cycle [9]

Let's talk about it all. Dryen Pence, CIO, Pence Capital Management, joining us now on set. Better to be here today than on Friday, Dryden.Absolutely. Uh besides that social media post, do we know what changed. Or maybe that was enough. Well, I think that that that is probably enough.But I mean, the fact of the matter is is that China, we are 2.3% of China's GDP. They're trade with us. we're, you know, we're they're only about 0.5% of ours.They need us more than we need them. And so you had this posting goi ...

Trade Relations & Tariffs - China is defending its expanded rare earth curbs in response to US restrictions and sanctions, viewing them as reciprocal measures [2][3] - China pledges to take corresponding measures against President Trump's threat of 100% tariffs [3] - The Chinese Ministry indicates that the rare earth curbs do not equate to a ban, despite speculation about their timing amidst US-China negotiations [4] - There are two lines of thought regarding China's actions: using rare earths as leverage for concessions or a re-escalation due to poor negotiation progress [5] Rare Earth Market & Influence - China dominates the rare earth industry, holding 70% of the rare earth magnet market and 90% of finishing or processing [7] - China's influence extends beyond rare earths, with the country strategically targeting issues important to President Trump politically [8][9] Economic Impact & Trade Shift - China is attempting to reduce its reliance on the United States, with direct shipments to the US dropping to 10% of China's total exports [9] - Soybean imports into China have hit a record, with none coming from the United States, impacting US farmers [11]