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汇丰:中国宏观追踪_加大民生保障力度
汇丰· 2025-06-16 03:16
China Macro Tracker Economics Increased support for people's livelihood Trade: New round of China-US talks with export controls in focus After China-US trade tensions heated up in recent weeks on claims that each side had violated the consensus reached in Geneva trade talks, a phone call between President Xi and President Trump on 5 June appeared to steer the situation back on track. Subsequently, in person high-level meetings were scheduled in London starting from 9 June. Similar to the Geneva talks, the U ...
花旗:中国经济_中国出口追踪_转运可行性降低,货物吞吐量开始受冲击
花旗· 2025-06-16 03:16
V i e w p o i n t | China Export Tracker (6): Cargo Throughput Starts to Take a Hit with Less Feasible Transshipment CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Jun 11th . China's containership departure for the US picked up and recorded year- on-year growth in the past 15 days. The Geneva deal could start to provide some relief for direct exports to the US, especially when transshipment becomes timely less feasible. Overall cargo throughput, however, weakened into June per da ...
Rice: American energy is key to global stability, peace, and prosperity
CNBC Television· 2025-06-13 11:29
Toby, how does the action uh in the Middle East right now, the attack from Israel on Iran, Iran's counter strike, how does that impact the natural gas market. Well, it it will just highlight the importance of American energy and why this is so important on the world stage. You know, natural gas, American natural gas is going to play a huge role in providing energy security to the world.And every bit of natural gas that we put on the world stage, uh, every cargo that we put in the world is going to replace e ...
Opening Bell: June 12, 2025
CNBC Television· 2025-06-12 13:50
Time exchange at the big board this morning. It is Integrity Specialty Insurance celebrating an IPO at the NASDAQ with that other IPO, Chime, a consumer financial technology company as we try to manage what looked to be a lower open as we're 6022. Market actually didn't trade that well off of Howard's comments.Uh and there's a lot of discussion today about those rare earth licenses which are about six months and it's we'll be back here talking about this again in six months also I mean if you notice and fol ...
大摩闭门会:中国会如何打“稀土牌”?
2025-06-12 07:19
Hello, good morning, and good afternoon, everyone. It is June 12th, Thursday. Welcome to Morgan Stanley Asia Macro webcast. My name is Crystal Ji, Asian EM market strategist. Before we start, please know that this event is for Morgan Stanley institutional clients and financial advisors only. It is not for members of press. If you are a member of the press, please log off and reach out separately. Please also note that this session, your questions may be recorded. So today for speakers we have Chetan Iyer, C ...
China's racing to build its AI ecosystem as U.S. tech curbs bite. Here's how its supply chain stacks up
CNBC· 2025-06-12 03:55
In this articleNVDA"Compared to Nvidia's export-restricted chips, the performance gap between Huawei and the H20 is less than a full generation," said Dylan Patel, founder, CEO and chief analyst of SemiAnalysis. Sinology | Moment | Getty ImagesWith the U.S. restricting China from buying advanced semiconductors used in artificial intelligence development, Beijing is placing hopes on domestic alternatives such as Huawei. The task has been made more challenging by the fact that U.S. curbs not only inhibit Chin ...
‘Significant impacts’ to Americans insured on Medicaid: Business correspondent on Trump's bill
MSNBC· 2025-06-11 21:30
Joining us now, we have Axios chief economic correspondent Neil Irwin and NBC News senior business correspondent Christine Romans and Basil Michael is still with us. So I appreciate you all being here. Let's go ladies first with you, shall we.Okay, so Christine, um the cuts included in this bill, they're going to target not only SNAP, but Medicaid to what extent. Well, you're talking about 560ish billion dollars over a decade. And you look at the Congressional Budget Office scoring of this, and that's the o ...
Trump Says China Deal Is Done
Bloomberg Television· 2025-06-11 17:50
INFLATION IN, UP .3%. KATIE: A GREAT ROUND UP. ONE OF THE TOP STORIES THIS MORNING.THE OTHER TOP STORY IS THE WHITE HOUSE CELEBRATING A STRING OF TRADE WINS. THE U.S. AND CHINA ESTABLISHED A FRAMEWORK -- A FRAMEWORK FOR IMPLEMENTING THE GENEVA TRADE AGREEMENT BUT IT STILL NEEDS APPROVAL FROM PRESIDENT TRUMP AND TRIP -- AND PRESIDENT XI. AND AN APPEALS COURT ALLOWED TRUMP TO CONTINUE ENFORCING HIS TARIFFS THROUGH JULY.TYLER, BRING US TO THE TRADE FRAMEWORK THAT WE SEEM TO HAVE ESTABLISHED WITH CHINA, WHAT DO ...
US, China Trade Talks: What We Know
Bloomberg Television· 2025-06-11 05:45
What do we know about the details, if any, on the back of these discussions. Well, Tom, they were thrashed out over many, many hours yesterday. The talks when all through the day and into the night as well.The US Treasury secretary, Scott Bessant, having to leave early because he had to get back to Washington to testify in Congress. But they got back around the table. Howard Lutnick, the commerce secretary, and the U.S. Trade Representative, Jamison Greer, emerging finally, as you heard there, to announce t ...
X @Investopedia
Investopedia· 2025-06-10 19:30
Shares of MP Materials are extending a recent rally into Tuesday as officials from the U.S. and China are in the midst of trade talks, with the importing and exporting of rare earths a key topic. https://t.co/eD6dGqTu2y ...