China trade

China Ponders Ethanol Tariff Waivers, Gimmicks To Meet Trump’s Impossible Farm Ask

According to the ubiquitous "people familiar with the matter"...

According to the ubiquitous "people familiar with the matter"...
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1 comment on “China Ponders Ethanol Tariff Waivers, Gimmicks To Meet Trump’s Impossible Farm Ask

  1. The Goldman chart is QOQ impact. As long as tariffs cease rising, the negative QOQ impact will necessarily fade to zero, even if a quasi-permanent level of tariffs remain. To repair the trade war damage, you need the QOQ impact to go significantly positive.

    Also, the assumption of no additional trade uncertainty is a very big assumption.

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