April 4, 2025April 4, 2025 China has announced a 34% additional tariff on all US imports, effective 10th April 2025, in response to recent US trade measures. The tariff applies to all US goods, though current bonded, tax reduction and exemption policies remain unchanged. However,…
In this short piece, we try to answer five questions on Trump’s tariff hike on China. US tariffs on China are set to move to 65-70% on average according to our calculations. This will deal a serious hit to Chinese growth – both directly and because global growth is likely to see a set-back from…
Wall Street traders were left reeling after Donald Trump made good on his threat to disrupt the modern trading order at the climax of ‘Liberation Day.’ Billed as the biggest shake-up of cross-border commerce in decades, the president unveiled sweeping tariffs Wednesday with a minimum 10% on all exporters to the US. Among the most…
April 1, 2025April 1, 2025 China’s manufacturing activity grew at its fastest pace in four months, defying expectations ahead of Trump’s planned tariff hikes on exports to the US. The Caixin manufacturing PMI rose to 51.2 in March from 50.8 in February, surpassing forecasts and…
Markets The build-up to US President Trump’s “Liberation Day” is leaving very nasty scars on financial markets. Last Friday’s trading session was full risk-off with European stock markets losing around 1% and key US gauges dropping 1.7% to 2.7%. US indices are ready for/into a new fierce sell-off wave after falling out of the flag…
March 28, 2025March 28, 2025 Chinese President Xi Jinping met with global CEOs in Beijing to attract foreign investment and support China’s slowing economy amid geopolitical tensions. Beijing faces challenges reassuring investors about its $18 trillion economy, with concerns over strict regulations, crackdowns on foreign…
The dominant trends that shaped Q1 in global markets appear to have run their course, with most major assets entering consolidation phase last week. US stocks staged a mild recovery from steep selloff since mid-February, but upside momentum was notably weak. Meanwhile, Dollar, which had been under pressure throughout March, appeared to find a near-term…
Risk Assets continue to struggle despite some gains in the S&P 500 and Dow Jones. It highlights investor concerns about US trade policies and the Federal Reserve’s stance on inflation. On the economic data front, we have PMI and inflation figures in the US, Europe, UK, and Asia Pacific. We also key events like Japan’s…
Dr. John Coleman, a former intelligence officer with over 35 years of experience, delivered a presentation in 1997 that exposed what he described as a powerful elite controlling global affairs. At the time, his revelations and publications were dismissed as conspiracy theories. However, many of today’s popular conspiracy theorists trace their roots back to Coleman’s…
The ongoing trade tensions between the United States and China have intensified as Beijing implements new tariffs of up to 15% on a wide range of American agricultural products. The move, which affects commodities such as beef, poultry, and grains, further exacerbates the economic strain between the world’s two largest economies. In addition to these…