Were there any updates on the negotiations with the Tik Tok deal. Yeah, we're uh pretty much have a deal now. We're going to go and ask I think we're going to start Monday or Tuesday asking talking to China perhaps President Xi or one of his representatives.But we pretty much have a deal on TikTok. How confident, but we think we probably have to get it approved by China. Not definitely, but probably.How confident are you that China will agree to that deal. I'm not confident, but I think so. President Xi and ...

How firm are you going to be with Netanyahu about ending the war in Gaza. Very firm. But he wants it to.I will tell. He's coming here next week. Uh he wants to end it, too.But is there a point where you tell where you tell Netanyahu like you got to you got to end this now. You got to strike a deal. Well, he wants to. I can tell you he wants to.I think we'll have it. I think we'll have a deal next. ...

situation in the Middle East. The president attending a National Security Council meeting this hour. Let's bring in our Megan Casella live outside the white House for the latest.Megan, as he has spent at least part of the morning calling around to the various networks. >> He definitely has Carl. And that national security meeting.That is the only event that we know of on the president's schedule so far. Today. He is back in the Situation Room with his national security team this hour.After they spent the ev ...

Core Viewpoint - The trend of "East Rising, West Falling" is very strong, indicating a significant shift in geopolitical dynamics that could create investment opportunities in China [1][2][35]. Group 1: Geopolitical Changes - The relationship between the U.S. and China is likely transitioning from "Decoupling" to "Deal," which may alleviate U.S. inflation and boost domestic demand, thus enhancing the sustainability of U.S. finances and leading to a revaluation of Chinese assets [2][35]. - The current U.S. political landscape is characterized by intense internal party conflicts, which are reshaping the geopolitical environment and influencing the G2 relationship [7][11]. Group 2: Economic Conditions - The U.S. is facing a severe imbalance in its macroeconomic accounts, with a significant gap between national investment and savings, leading to a persistent current account deficit [13][14][15]. - The U.S. service trade surplus, which has historically helped balance the current account deficit, may shrink due to recent technological shifts and trade tensions [20][21][22]. Group 3: Investment Opportunities - There is a critical opportunity for investors to capitalize on the potential revaluation of Chinese assets as external conditions change [3][36]. - The upcoming strategic opportunity for China is emphasized, suggesting that investors should be proactive in seizing these moments [47]. Group 4: Market Sentiment and Expectations - Market fluctuations are primarily driven by collective expectations rather than just fundamental factors, indicating that investor sentiment plays a crucial role in market dynamics [4][45]. - The concept of the "multiplier effect" is highlighted, where consumer confidence and expectations can significantly influence economic behavior and market performance [39][44].