Boeing Lands In Xi’s Crosshairs As Taiwan Spat Nears Boiling Point
On a day when ominous headlines around new COVID-19 restrictions in Europe were front and
Search Results for: Huawei
Running Interference
The mood was somewhat sour Thursday ahead of the last US presidential debate. Reports that
China’s Economy Grew Less Than Expected In Q3, But September Activity Data May Carry The Day
“Unscathed” isn’t the right word. Neither is “resilient.” Rather than cycle through my mental Rolodex
Great Expectations
The vaccine push hit a bit of a speed bump Tuesday following news that Johnson
Markets Grapple With Debate Debacle, EU Tariff Threat, China Antitrust Probe Into Google
“If the US presidential debate had, in election night fashion, flashed up a picture of
China PMIs Beat, Ostensibly Bolstering Recovery Case
China’s economic recovery remained largely on track in September, PMI data out Wednesday suggested. The
Trump Administration Sanctions China’s Top Chipmaker In Possible ‘Tipping Point’
Earlier this month, shares of Semiconductor Manufacturing International, China’s top chipmaker, plunged on reports the
Problem Solvers
Reasonably strong activity data out of China was enough to bolster global risk appetite on
Xi Jinping Loses Patience. Said To Prefer TikTok Shut Down In US
Xi Jinping is (still) not amused with the prospect of TikTok’s US operations being forcibly
When The Chips Are Down
Monday was a rough day for Semiconductor Manufacturing International. Shares of China’s top chipmaker plunged
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
Optimism (The Generic Kind)
Predictably, market participants (both carbon-based and otherwise), chased headlines around a phone call between Bob
Opaque
The July FOMC minutes had an outsized impact on risk sentiment Thursday, as global equities
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
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
Vaccinate Me.
It might be asking a little much to expect the latest incrementally positive vaccine news
‘Not A Great Place’
“I don’t think anybody should leave any bank earnings call this quarter simply feeling like
Troubled Waters: US-China Spat Spirals Further
The geopolitical news flow on Tuesday was inauspicious, and decidedly so. A day after the
Is The Market Sleepwalking Into A Summer Growth Scare?
…even as these long, summer days feel sleepy and aimless.
The Tension Is Thick. But Not As Thick As The Summer Air
…a perfect super spreader event, I might add.
US Revokes Hong Kong’s Special Status After Weeks Of Tension Around Security Law
“Risks the US refuses to accept”…
‘I Would Print Trump’s Exact Words But…’ Trump Asked Xi For Help In Election, Bolton Says
“He stressed the importance of farmers”.
Trump Poised To Escalate China Tensions With Uighur Bill As Markets Look On
Human rights take center stage in worsening spat.
Nomura’s Charlie McElligott: There’s A ‘Remarkable,’ ‘Tectonic’ Shift Occurring In US Equities
“This is obviously what the market is debating right now in real-time”.
Boiling Points, Rubber Stamps And Expelled Students
“We have all along rejected a cold war mentality”.
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