[CC may contain inaccuracies] It seems like despite this trade truce, these numbers are still looking pretty soft. What's your take. Yeah, I think we've got to look at the bigger picture.So if you look back to the past couple of months, we saw the policy macro policy improvement in September of last year. And that has actually, together with some front loading of activity in the first quarter, caused some pretty solid data in the fourth quarter of last year and the first quarter of this year. So we have alw ...

>> BLOOMBERG TECH IS LIVE COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: NVIDIA HEADING TO BE THE FIRST COMPANY TO HIT A $4 TRILLION VALUE. THE U.S. AND CHINA FINALIZE A TRADE TRUCE WHICH INCLUDES CHINA'S COMMITMENT TO DELIVER RARE EARTHS.AND CARUSO TEAMS UP WITH REDWOOD TO TACKLE AI'S BIGGEST PROBLEM, POWER. WHEN WE TALK ABOUT TECHNOLOGY AND EQUITY MARKETS, THERE IS A STORY NOT EVERYONE IS FOCUSED ON. COULD NVIDIA BE THE FIRST 4 TRILLION DOLLAR MARKET CAP COMPANY.WE ARE A ...

FICC Research Economics 13 June 2025 China Outlook Trade truce continues Ongoing trade talks could reduce the tail risks of trade war escalation. We expect exports to slow visibly to close to 0% in H2 based on a likely payback from ~6% growth in H1. We expect 2025 full-year CPI inflation to stay at the post-GFC low of 0.2%. Next week, retail sales & FAI will be in focus. Despite absence of details, the ongoing trade talks could reduce tail risks Following the phone call between Trump and Xi last week, the U ...

The S&P 500 edged 0.1% higher on Monday, June 9, as the initiation of talks between the U.S. and China raised optimism around a possible trade truce. https://t.co/uAhhZUwlqG ...

U.S. consumers have regained some of their faith in the nation’s economy over the past month, or since the United States and China announced a trade truce and temporarily halted tariffs. Markets have since rebounded sharply and consumers are a lot more confident now.Although trade anxiety persists, the situation has improved a lot from the lows seen in March and early April. This saw consumer confidence rebounding sharply in May. Given this positive sentiment, it would be ideal to invest in consumer discret ...