Market Trends & Economic Factors - The resolution of tariffs and the US shutdown, identified as major impediments to growth, is anticipated [1] - The resolution is expected to trigger a resurgence of the "Trump trade" [1] - Bond yields are projected to increase following the resolution of the aforementioned growth drags [1]

加拿大农业部长Heath MacDonald在接受采访时说，他为期一周的中国之行表明双边关系开始回暖，这是加拿大农民和油菜籽出口商迫切需要的。他说中方在农业问题上表现出合作意愿。外汇交易员 (@myfxtrader):习近平会见加拿大总理：双方同意，恢复重启各领域交流合作，推进解决彼此关切的具体经贸问题。（央视） ...

Trade Relations - China added more than a dozen fentanyl precursors to a list of controlled exports to the US, Mexico and Canada [1] - The move appears to implement commitments made in a trade deal between Xi Jinping and Donald Trump last month [1]

Trade Relations - The US-China trade ceasefire is fragile and may not lead to any substantial progress [1] Risk Assessment - The primary risk lies in the potential for the ceasefire to be unproductive [1]

Policy & Regulation - China has started designing a new rare earth licensing system, potentially speeding up shipments [1] - The new license will be valid for one year and may allow for larger export volumes [1] - The Ministry of Commerce has informed some rare earth exporters about the new simplified license application process and required documents [1] Industry Impact - The new system is unlikely to completely remove restrictions as the US hopes [1]

SHERY: MALAYSIA'S DEPUTY PRIME MINISTER HAS SAYS CHINESE TRADE HAS BEEN MORE FRIENDLY. THEY SPOKE TO BLOOMBERG ABOUT HOW MALAYSIA IS USING ITS TIES WITH BOTH BEIJING AND WASHINGTON. NOT ONLY ABOUT DIPLOMATIC REAL STATION BUT ALSO IN TERMS OF TRADE AND G.TO G. AND TO US AS WE MOVE FORWARD, RIGHT FROM LAST YEAR TOWARD THE FALL UNTIL 2028, WE ARE ASSUR ING A NEW GOLDEN ERA, ONE DEFINED BY INNOVATION AND ALSO HIGH QUALITY GROWTH HAS BEEN -- BY THE MINISTRY OF INTERNATIONAL TRADE AND INVESTMENT AND WELCOMED BY O ...

Trade Balance - China's October trade surplus was 90070 million USD, with expectations of 95600 million USD [1] - China's October trade surplus was 640490 million CNY [1] - China's January-October cumulative trade surplus with the US was 233420 million USD [1] - China's January-October cumulative trade deficit with Russia was 19110 million USD [1] Export Trends - China's exports to the US decreased by 178% year-on-year in USD terms from January to October [1] - China's exports to Russia decreased by 126% year-on-year in USD terms from January to October [1] - China's exports in October decreased by 11% year-on-year in USD terms [1] - China's exports in October decreased by 08% year-on-year in CNY terms [1] Import Trends - China's imports from the US decreased by 126% year-on-year in USD terms from January to October [1] - China's imports from Russia decreased by 67% year-on-year in USD terms from January to October [1] - China's imports in October increased by 10% year-on-year in USD terms [1] - China's imports in October increased by 14% year-on-year in CNY terms [1]

Swiss companies have expressed keen interest in expanding in the US as part of their nation's effort to ease American tariffs, Trump's top trade adviser says https://t.co/WbINnxUhuF ...

路透：贸易商表示，中国购买了两船约12万吨美国小麦，计划于12月装运。外汇交易员 (@myfxtrader):彭博：知情人士透露，在上周中美两国达成贸易休战协议后，中国正寻求购买美国小麦，为一年多以来首次。🗒️根据商务部公告，中美吉隆坡经贸磋商已就扩大农产品贸易等问题达成共识。 https://t.co/fuvH64Rphv ...

Trade & Logistics - Tanzania reopened its border with Zambia, restoring cargo flows [1] - The border reopening is crucial for Africa's two biggest copper exporters [1] - The border closure was due to post-election unrest [1] Copper Industry Impact - The reopening restores a key trade corridor for copper exports [1] - The unrest had brought consignments to a standstill last week [1]