The Chinese economic recovery continued apace in August — or at least that’s the official
Category: China
The Iceman: Xi Intervenes In TikTok Deal At Last Minute
What’s good for the goose is good for the gander, apparently. ByteDance may need Xi
Kevin Mayer Finds Mortal Geopolitical Combat Much Harder Than Running Streaming For Mickey Mouse
That didn’t last long. Less than four months into the job, TikTok CEO Kevin Mayer
‘Accidents And Military Conflicts’
Pre-election “tough on China” jostling has predictably spilled over into the military realm. “Some US
Trump May Accuse China Of ‘Genocide’ In Potentially Dramatic Escalation
Just when you thought Sino-US relations couldn’t possibly get any rockier, sources say the Trump
Optimism (The Generic Kind)
Predictably, market participants (both carbon-based and otherwise), chased headlines around a phone call between Bob
You Two Make A Great Decoupling
A hodgepodge of catalysts supported risk appetite early in the new week, including news that
Decay, Dollars, And Downward Spiraling Death Stars
There was talk Wednesday of a “trimmed down” stimulus plan in Washington, where Democrats and
Going Nuclear.
“[It’s] nothing short of bullying”, Chinese Foreign ministry spokesman Zhao Lijian said Tuesday, responding to
World-Beaters
A couple of weeks back, I mentioned that China would likely need to take steps
90 Days: Trump Delivers Another TikTok Order. Commands Divestiture After CFIUS Review
Just in case ByteDance didn’t get the message, Donald Trump on Friday evening ordered the
China’s July Data Deluge Disappoints As Retail Sales Fall Again
The Chinese economy continues to exhibit signs of stabilization, but activity data for July released
Bad Behavior, Seditious Words
Tencent shares were hit again Monday, falling nearly 5% as the market continues to fret
‘Directly Responsible’: Mnuchin Slaps Carrie Lam With Sanctions As US-China Tensions Soar
With tensions running higher than ever following Donald Trump’s pair of executive orders targeting TikTok,
Trump Makes TikTok Ban Official, Takes Aim At WeChat, Tencent In Latest Broadside
Donald Trump made it official on Thursday evening. He signed an executive order aimed at
Meanwhile, In China
The market remained focused on stimulus talks in Washington Wednesday, with some manner of deal
Trump To Drop Hammer On TikTok As Microsoft Said To Show Interest
After months of speculation, Donald Trump will move to force TikTok parent ByteDance to sell
Thoughts, Prayers, And Precious Metals
Friday picked up where Thursday left off — with a spate of wildly bad macro
All Is Not Well In The World
All did not feel “right” in the world Thursday, despite Jerome Powell’s assurances that the
Arresting Developments
“She’ll make her initial appearance in court later today”, US officials told reporters Friday, after
‘Let’s Renovate It Into A Hotpot Restaurant!’ Chengdu Over And Out
The US it “totally responsible” for the deterioration in bilateral relations, China said Friday, in
Mike Pompeo: Xi Jinping Is A Tyrant Who Will Subjugate Our Grandchildren
“President Nixon once said he feared he had created a ‘Frankenstein’ by opening the world
Spies Everywhere!
It’s a good thing markets no longer trouble themselves which such trivial matters as rapidly
We’ll Take 100 Million (Assumptions Questioned)
“Yes, we’ll take 100 million of them, please”. The US government plans to pay nearly
‘Exactly What We Don’t Need’: US-China Escalation Threatens To Derail Stimulus-Fueled Rally
A new, and potentially serious escalation on the geopolitical front put risk assets on the
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