For years, China has claimed it’s a developing nation at the WTO. Its reversal is good news for US trade talks https://t.co/7sDsitWzio ...

Trump's birthday call to Modi amid US-India trade talks https://t.co/3Jvd1J9iIg ...

U.S. stocks rose on Monday as the U.S. and China held trade talks and investors looked ahead to this week's interest rate decision from the Federal Reserve. https://t.co/atT0brfgZ7 ...

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]

India and US seek breakthrough in day-long trade talks https://t.co/aNWPcGcY1Z ...

Now for more on those trade talks, let's bring in Wendy Cutler. She is a senior vice president at the Asia Society Policy Institute. Uh Wendy, who whose position has improved or not since April here between the US and China.Um it's hard to tell, but we are seeing a different China in these negotiations. It's clearly playing hard ball, much tougher positions than it did during the first term of the Trump administration. And again, just this morning going into the second day of talks, China announces a new um ...

US-China Trade Relations & Semiconductor Industry - Nvidia's ability to sell into China is currently restricted due to issues on the US side, creating a difficult situation for the company [2] - The situation with Nvidia and China is viewed as a chess piece in broader trade talks between the US and China [3] - China may be using Nvidia as leverage in trade negotiations, flexing its power [5][8] - China launched an anti-dumping investigation into the analog space, indicating efforts to exert influence [6] - China's limited leadership position in semiconductors restricts its ability to exert pressure in this area [6] Nvidia's Business & Future Prospects - Nvidia wants to sell into China, and there is significant demand for its products in the Chinese market [4] - Anything Nvidia gets from China in the near to medium term represents upside potential, as they have currently zeroed out any revenue from China in their forecasts [13][14] - The market is closely watching the ramp of Nvidia's Blackwell Ultra and GB300 parts into the end of the year and next year [13] - Nvidia's GTC event in March of next year will provide more information on their next-generation product, Reuben, expected to ramp in the second half of next year [14] National Security Concerns - Concerns exist regarding national security implications related to Chinese technology, drawing parallels with the TikTok situation [9][11] - The US deeply considers the national security relationship with China [11]

U.S. and Chinese negotiators reached a framework deal on TikTok after two days of trade talks, a crucial step toward ending a yearslong saga https://t.co/ikymyfMErg ...

China Targets Nvidia Over 2020 Deal, Raising Trade-Talk Stakes. Hear about it on the Bloomberg Stock Movers report. https://t.co/IDMVsJMiek ...

US-China trade talks set for day two as TikTok deadline looms https://t.co/PoIFmmCv1b ...