It does seem as if there are some risk positive stories at the margin. Then you can look at the 899 news from the United States as an example of that. And even some of the weakness in the data at the United States has been fed through into the lower rates narrative.So I suppose from that perspective, the the push higher in stocks makes sense. Is that too much complacency, though, in your view. I'm struggling with this market at the moment.Every input would seem bullish at the margin. As you say, yields are ...

中国商务部：伦敦会谈后，中美双方团队保持着密切沟通。近日，经批准，双方进一步确认了框架细节。中方将依法审批符合条件的管制物项出口申请。美方将相应取消对华采取的一系列限制性措施。 ...

[CC may contain inaccuracies] US Commerce Secretary Howard Lutnick says Washington and China have finalized the trade understanding reached last month in Geneva. The deal sets out terms from earlier talks, but still depends on future actions. So the China deal, we we ain't the deal.You remember we had a trip to Geneva and then that was being slow played. We got back together in London and that deal was signed and sealed two days ago. China correspondent Minmin Low joins us now along with Bloomberg News desk ...

🇺🇸🇨🇳 TODAY: President Trump announces he has officially signed a trade deal with China. https://t.co/XR1EDNqUVR ...

So I'd like just to begin there in terms of what you have unveiled here, do you think that this gives now the European Union a real chance to compete with some of these very sort of heavily government backed industries in China, for example, and in the United States with the Inflation Reduction Act. Hello. Good morning.So it's not against anyone, but it is just to assure that it is not that we are reliable, predictable and stable continent. It is that we are an attractive continent and that we, the Member S ...

Market Trends & Geopolitical Risks - Asia is expected to open cautiously due to fatigue in Wall Street's rally and ongoing geopolitical risks [1] - The market is closely watching Asia tech, especially NVIDIA's suppliers, after NVIDIA's all-time highs [2] - The Hong Kong Monetary Authority intervened by buying $1.2 billion of local currency to defend the currency peg [3][13] - President Trump is considering naming the next Fed Chair early, potentially undermining Chair Powell [3][4] - The U S will hold a meeting with Iran next week, but the extent of damage to Iranian nuclear facilities remains uncertain [5][24][25] - Trade truce deadlines are approaching, creating uncertainty about the impact of unresolved tariff issues on inflation [35] Monetary Policy & Currency Dynamics - Markets anticipate that Trump naming a Fed Chair successor earlier could undermine Fed autonomy and lead to a dovish chair, impacting the U S dollar [18][35] - The broader dollar trajectory is for dollar weakness [14] - The Hong Kong dollar is at risk of falling out of its peg against the U S dollar, necessitating intervention [15] - The PBOC is helping to drive down benchmark borrowing costs in Hong Kong, creating an arbitrage opportunity that is pushing down the Hong Kong dollar against the U S dollar [16][17] Company Specific News - CATL is prioritizing overseas expansion due to irrational competition and price wars in China's EV market [1][35] - Zero acquired Melio, a payments platform, for $2.5 billion to bolster its U S offering and capture more market share [37][38] - Xiaomi is launching its first electric SUV, the YU7, and investors are closely watching the pricing and initial consumer reactions [56][57][58]

US-Australia Trade Relations - A meeting regarding trade between the US and Australia is unlikely to result in significant tariff changes [1] - The US has concerns regarding Australia's biosecurity measures, particularly related to beef imports [4] - Australia has maintained a trade surplus with the US since 1952 [4] - While Australia only exports about 4% of its total goods to the US, the US is the biggest investor in Australia and the biggest destination for Australian capital, with approximately 14 trillion in each direction [9][10] Beef Trade Dispute - The US seeks assurance that beef exported to Australia is born and bred in the US, not from cattle crossing the borders from Mexico and Canada [6] - Australia is standing firm on its biosecurity measures regarding beef imports [7] - The US President is concerned that Australia hasn't allowed one American Big Mac into the country [6] Geopolitical and Economic Concerns - Actions in the Middle East are currently considered more important than trade matters with Australia [3] - The slowdown of the Chinese economy is a significant concern for Australian companies [8] - China's potential limitations on exports of critical minerals needed in batteries could impact Australian companies [9] Shipbuilding and AUKUS - The US is prioritizing increasing its shipbuilding capacity [12] - An Australian company, Austal, operating in Alabama, has built approximately a third of the ships in the US Navy [13] - Australia has made an 800 million AUD down payment on the 3 billion AUD investment in the subs uplift [15] - There is no expectation that AUKUS will be cancelled, as it is in America's strategic and economic interests [15]

I think we're going to accomplish a lot and I expect to and I think our primary focus will be trade and trade with Canada and I'm sure we can work something out. I'm a tariff person. I've always been a tariff.It's simple. It's easy. It's precise and it just goes very quickly. ...

A group of seven leaders are gathering in Alberta, Canada today where much of the focus will be on trade. Megan Cassella joins us right now with more. She is there in Alberta.And what have you heard so far, Megan. Hey, Becky. So, good morning guys from beautiful B, Alberta.I am standing about 20 miles from where the group of seven leaders will be gathering today and this week in Canonascis, Canada. President Trump got in here late last night into Calgary uh before flying over to Canonascus to meet and reall ...

>> Join us now for a look at the economy, trade, the budget bill and much more. IBM Vice chairman Gary Cohn was in the white House, the first Trump administration as NSC director. Long career at one of the preeminent firms obviously on Wall Street, Goldman Sachs.So you know what you're talking about in terms of things and you're not part of the administration anymore. So I think you'll you know, you won't be you won't feel like you have to say great things. But I mean, why is this keep happening every singl ...