How the Japan PM's Taiwan remarks provoked the fury of China https://t.co/CtAdpODZpS ...

At the summit in South Korea, Donald Trump showed that he values America’s commercial relationship with China too highly to throw it away. And he did not sacrifice Taiwan for a heap of soyabeans https://t.co/1eq07rVf3T ...

RT James Li (@5149jamesli)If AIPAC is an “American” lobbying group, why are they in Taiwan lobbying on behalf of the interests of Israel? 🤔 ...

Geopolitical Strategy - The report suggests Donald Trump's primary objective in his upcoming South-East Asia trip is to facilitate a peace agreement between Cambodia and Thailand [1] Regional Security - Security issues concerning Taiwan and the South China Sea are reportedly not the main focus of the trip, according to diplomats [1]

Geopolitical Risk - Defense industry observes Chinese Defense Minister Dong Jun's warning against "external interference" over Taiwan [1] Security Forum - Security industry notes Beijing's Xiangshan security forum opening [1]

Geopolitics & Trade - The meeting between Trump and Xi will cover sensitive topics including TikTok, Boeing, rare earths, and Taiwan [1] Industry Specifics - Boeing's inclusion suggests potential discussions on trade relations and aircraft sales [1] - Rare earths highlight concerns about supply chains and strategic resources [1] Technology - TikTok's presence indicates ongoing scrutiny and potential regulatory challenges for the social media platform [1]

Geopolitical Implications - Former US President Trump stated that Chinese President Xi Jinping assured him he would not "move on" Taiwan during Trump's presidency [1]

Geopolitical Relations - China's Foreign Ministry lodged serious protests with the Philippines over President Marcos Jr's comments on Taiwan [1]

Economic Outlook & Monetary Policy - Consumption growth has slowed significantly, from 3% last year to only 1% this year, marking the first two descents since 1993 focused on consumer behavior and the labor market [1] - With inflation around 2-4% and short rates at 43%, the Fed's monetary policy is considered too restrictive, suggesting potential for more rate cuts than the dot plot indicates [1] Geopolitical Risks & US-China Relations - Despite potential diplomatic efforts, both the US and China are reportedly preparing for potential conflict over Taiwan [1] - The exchange of Nvidia H20 chips for rare earth magnets is viewed as a questionable transaction, potentially enabling China's military advancements [1] - Concessions to China are seen as enabling the modernization of their combat forces, particularly in AI capabilities [1] US-Russia Relations & Sanctions - President Trump is setting a deadline for a peace deal between Russia and Ukraine, threatening stricter sanctions if no progress is made [1] - The US has the ability to impose more impactful sanctions on Russia by targeting remaining foreign correspondent banks that facilitate dollar transactions [2][3]