U.S. trade negotiators wrote to the European Union outlining their version of a long-awaited trade agreement between the two regions, an EU spokesperson said, as both sides work to finalize a deal https://t.co/qrJsh1nTxM ...

India’s dairy industry has become a sticking-point in trade negotiations with America. We explain why https://t.co/m7PkLBJHmV ...

Months-long negotiations between India and America towards a “mini-deal” have shaved just a percentage point off the original threat of 26% tariffs on Indian exports to America. Neither side seems in the mood for compromise https://t.co/39KyyYmIff ...

Trade Relations - The US may regret including Nvidia's H20 chips in trade negotiations with China [1] Geopolitical Risk - The inclusion of H20 chips in trade negotiations poses potential risks [1]

Trade Policy - The US will impose a 35% tariff on some imports from Canada [1] International Relations - Trade negotiations between the US and Canada have broken down [1]

President Donald Trump said he extended Mexico’s current tariff rates for 90 days to allow more time for trade negotiations with the country https://t.co/qIEIJOYFMt ...

China's Economy & Trade Talks - China's economy is in relatively good shape, with July data showing improvement compared to June, although growth is not exceeding year-ago levels [1][2] - China has included export controls in trade negotiations, giving them significant leverage, particularly concerning rare earths and critical minerals [3][5] - The inclusion of export controls has created a situation of mutually assured destruction, giving China a choke point over the United States economy [6] Manufacturing Sector - Despite PMI data suggesting weakness, the manufacturing sector in China remains strong and continues to export [9][10] - While exports to the United States have contracted, there has been a surge in exports to Asia, indicating the manufacturing machine is still productive [10] - Manufacturing's strength is crucial as China currently lacks other significant growth drivers [11] Security Concerns & Chip Industry - China is raising potential security risks with chips, potentially as a response to concerns about Huawei [6] - There are concerns about the future ability to geographically track chips, leading to worries about transshipment and potential circumvention of regulations [7]

Trade Negotiations - The US is engaged in trade negotiations with Beijing, described as being conducted in "good faith" [1] Geopolitical Relations - China's top diplomat in Singapore commented on the US-China trade negotiations [1]

Trade Negotiations - US and China are expected to extend the trade truce for another three months, agreeing not to impose additional tariffs or escalate the trade war [1] - The extension involves the reinstatement of the suspended 24% portion of US tariffs and corresponding Chinese countermeasures for 90 days [1] - Trade teams will maintain close communication [1] Key Issues - Discussions will focus on major sticking points, such as US concerns about China's excess industrial capacity [1] - China is expected to pressure the US regarding fentanyl tariffs [1]

US-China Trade & Technology Competition - The US and China are competing in AI, manufacturing, and energy, with American security, prosperity, and leadership as the primary goal [1] - Trade negotiations are a means to achieve American security and prosperity [2] - The US imports $300 billion more from China than it exports, creating a vulnerability due to reliance on an adversary [2] - Rebalancing the trade relationship is crucial to incentivize domestic production of essential goods for national security [4] - The US aims to lead in rare earth processing and critical minerals, ensuring cleaner, more efficient, and trustworthy practices compared to China [6] Trade Negotiation Dynamics - Everything is on the table in trade negotiations between the US and China, with the US holding leverage [7] - The US seeks a better deal that promotes prosperity, freedom, and security, incentivizing key sectors for American leadership [9] - The US aims to incentivize industries crucial for American leadership [9] Technology & Export Strategy - China aims for an independent, controllable AI hardware and software system, potentially excluding American tech [10] - Deals with allies like the EU and Japan, representing 60-70% of global GDP, are crucial for deploying American technologies [12] - The US aims to have more countries and companies adopt US and allied technology over Chinese tech [17] - The US administration plans to create exportable aid packages to facilitate the adoption of American technology [18]