“…any deal, if any, will likely be weaker than the 150-page ‘grand deal’”.
Category: China
Goldman: Huawei Retreat Is ‘Potential Unexpected Market-Friendly Outcome’
“We’ll see what happens”.
‘He’s Rolling In A Trojan Horse’: Trump’s Huawei Relent Draws Jeers From Schumer, Rubio, Kyle Bass
“Trump might be rolling it into our gates”.
China, Huawei, Stocks And Khashoggi: Highlights From Trump’s ‘Hot Show’ G20 Press Conference
“And that’s very complex by the way.”
Ceasefire 2.0: Trade Talks ‘Right Back On Track’ After Trump, Xi Have ‘Excellent’ G20 Meeting
“As good as it was going to be”.
As Trump Said Unlikely To Lift Huawei Ban, Kudlow Cries ‘Fake News, Just For The Heck Of It’ – Or Something
“Look, let’s see what happens”.
Market-Implied Odds Of Trade Resolution Collapsed From 80% To 7% Last Month. Here’s Where They Are Now
Enjoy any truce while it lasts.
US Sets Low Bar For Trump-Xi G20 Meeting, Official Says
At least low bars are easy to clear.
Are China’s Banks Next? WaPo ‘Death Penalty’ Report Rocks Chinese Financial Shares
“The ruling means Attorney General Barr or Treasury Secretary Mnuchin can terminate the bank’s ability to process US dollar transactions”.
FedEx Sues Trump’s Commerce Department After Huawei Screwup With PCMag Spirals Out Of Control
“This is the root cause of the problem and the cause of the chaos.”
What If China Just Walks Away?
“Sometimes you just have to walk away.”
Trump Slaps Xi In The Face One More Time, Goes After China’s Super-Computing Capabilities
The move will also impede China’s ability to predict the weather, apparently.
Trump Looks To Turbocharge Stock Rally With Xi Phone Call Tweet
“A very good telephone conversation.”
Mike Pence Was All Fired Up To Exacerbate The New Cold War – And Then Trump Stopped Him
“…until Donald Trump stepped in.”
Latest China Data Is Yet Another Reminder Of Global Economic Precarity
Time to use some of that “tremendous” policy flexibility.
‘Tired Of Winning’
“It’s me right now.”
China Sends Message To Yuan Bears, Sparks Stock Rally With Stimulus Nod
A double dose of market-friendly news, as stimulus bets, yuan defense bolster sentiment.
Whistling Past The Graveyard
“Look, from my standpoint”…
Pavlovian Response.
…even as most folks seem wary of the nascent bounce off the May swoon.
7 Is Coming: China’s Yuan To Breach Key Level Within Three Months, Goldman Says
Sooner rather than later.
There Could Be ‘Complications’: China Calls Global Tech Giants In For Mafia-Style Sit-Down
Just so you understand…
Goldman Interviews Michael Pillsbury, The China Hawk Who Captivated Trump’s ‘Very, Very Large Brain’
“If I was President’s Trump campaign manager”…
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