What should we take away from from this meeting with the prime minister of Australia that that has not, you know, has been a long time coming. It has not happened until now. >> Yeah, that's right.A fairly warm meeting between two men from opposite ends of the political spectrum here. The president and the prime minister announcing what I'm told by a White House official is a $3 billion joint venture product project to develop critical minerals between these two companies countries rather that they believe c ...

China seems to be holding the stronger hand, says @johnauthers, but the US has good cards, too (via @opinion) https://t.co/sCyQneGGtY ...

Are we expecting a detente. Are we expecting a pull back from the brink. Because Friday, it felt very much alive and well when it comes to anxiety.Well, I think what we're seeing is that this type of volatility is just the cost of doing business with a totalitarian state. And as long as it involves China, volatility and uncertainty in the market is really going to be a fact rather than a problem. And so I so there's two really important things here for business leaders to understand as we watch these negoti ...

Summary of Key Points from the Conference Call Industry Overview - The discussions primarily focused on the Chinese economy and its various dynamics, including growth rates, export performance, and geopolitical factors affecting trade and investment. Key Topics and Insights 1. Slowing Growth and Policy Stimulus - Major activity indicators such as industrial production, retail sales, and fixed asset investment showed notable year-over-year growth deceleration in July and August [4][5] - Investors are increasingly concerned about the potential for additional policy easing due to signs of economic weakening, although policymakers appear relatively unconcerned as growth remains above 5% year-over-year [4][5] 2. Chinese Export Slowdown - There is a divergence in investor opinions regarding the outlook for Chinese exports, with some believing a slowdown is delayed while others expect it to persist despite increased US tariffs [6] - The forecast for China's current account surplus is around 3.5% of GDP for 2025 and 2026, which is significantly higher than consensus expectations [6] 3. Anti-involution and Deflation - The concept of "anti-involution" is seen as a medium-term strategy to combat deflation and improve corporate profitability, though its effects may take time to materialize [7][9] - The government aims to address issues such as overcapacity and excessive price competition, which hinder innovation and high-quality growth [9] 4. Disconnect Between Real Economy and Equity Market - There is a notable disconnect between weak domestic demand and strong equity market performance, raising questions about the sustainability of this trend [10] - Despite concerns, many investors remain positive on Chinese equities, viewing them favorably compared to other investment options [10][11] 5. Focus on Consumption in the 15th Five Year Plan - Investors are concerned about China's reliance on exports and the low share of household consumption in GDP, fearing potential economic challenges similar to those faced by Japan in the 1990s [12][14] - There is cautious optimism regarding a policy shift towards boosting consumption, although the government is still focused on technological innovation and high-tech manufacturing [15] 6. US-China Relations and Geopolitics - Discussions highlighted the importance of US-China relations, with clients expressing interest in potential trade agreements and geopolitical risks, particularly concerning Taiwan [16] - The sentiment among investors is shifting towards a multipolar world, with expectations of a weaker Dollar and stronger RMB in the long term [16] Additional Important Insights - The implementation of previously announced policies, such as the RMB 500 billion financing instrument for infrastructure projects, is expected, but new easing measures are unlikely in the short term [5] - The potential for significant capital flows from households into the equity market could drive market performance higher in the coming quarters [11] This summary encapsulates the critical discussions and insights from the conference call, providing a comprehensive overview of the current state and outlook of the Chinese economy and its investment landscape.

Of course, this morning, as the president says, ongoing negotiations between the US and China in Europe have quote gone very well and the Treasury Secretary saying that a framework has been reached for TikTok. Still waiting for some readouts, though. Let's get Megan Castell on this story.Hey, Megan. >> Hey guys, good morning. So, that's exactly right.The president making those comments earlier this morning on Truth Social where he also mentioned he'll be speaking with President Xi on Friday of this week. He ...

The Panama Canal is planning to enter the ports business with a tender for two terminals, a move that comes after a high-profile clash between the US and China over the waterway https://t.co/v9iZ4pXaQa ...

Noah Smith is a star economics writer behind the “Noahpinion” blog and co-host of the Econ 102 podcast. Smith joins Big Technology to discuss whether generative AI is actually boosting productivity or still waiting for its “electricity moment.” Tune in to hear his contrarian take on the so-called AI jobs apocalypse and how businesses will need to reorganize before the gains show up in earnings. We also cover immigration crackdowns, tariff uncertainty, wage-inequality myths, and how China’s military buildup ...