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2 weeks ago | 
think.ing.com | Francesco Pesole |František Táborský |Lynn Song |Chris Turner
USD: Wild moves continue Equity volatility has remained very high and was joined by a selloff in bonds yesterday. After a very weak open, US equities spiked into positive territory on the back of an unconfirmed headline suggesting a 90-day pause in tariffs. Trump quickly labelled it as “fake news” and actually threatened an additional 50% tariff on China if Beijing doesn’t lift retaliatory duties. The S&P closed only marginally lower after a rollercoaster ride.
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2 weeks ago | 
think.ing.com | Lynn Song
Retaliation sets the stage for a test of endurance
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4 weeks ago | 
eco-business.com | Wanyuan Song |Lynn Song
China’s central government listed “boosting consumption…and stimulating domestic demand” as its first “major task” for 2025, at the recently closed “two sessions”. As part of this focus – and amid slowing economic growth – the State Council made specific mention of China’s “two new” policy. The policy was first announced in 2023, but was heavily promoted last year.
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1 month ago | 
carbonbrief.org | Wanyuan Song |Lynn Song |Simon Evans
China BriefingChina Briefing 20 March 2025: Miliband in China; ‘Two new’ promoted; ‘Two sessions’ ended Welcome to Carbon Brief’s China Briefing. China Briefing handpicks and explains the most important climate and energy stories from China over the past fortnight. Subscribe for free here. CLIMATE TRIP: Ed Miliband, the UK’s secretary of state for energy security and net-zero, made a three-day visit to Beijing over 15-17 March, reported the Times.
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1 month ago | 
think.ing.com | Carsten Brzeski |James Knightley |Lynn Song |James Smith
Five upside risks 1. Eurozone embarks on major fiscal expansionAfter complicated coalition talks, the new German government eventually decides on a special fund to boost infrastructure investment. This fund comes on top of earlier agreed special funds for defence spending. At the European level, there is an agreement on a European Defence Fund. 2.
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2 months ago | 
think.ing.com | Carsten Brzeski |James Knightley |Lynn Song
Trump’s trade tariffs: exploring the potential actions his administration could take From unilateral tariffs to selective tariffs on specific products, the possibilities under the new Trump administration seem vast
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2 months ago | 
think.ing.com | Inga Fechner |Lynn Song |Carsten Brzeski
President Trump invokes IEEPA to announce new tariffs Late on 1 February, US President Donald Trump signed three executive orders announcing new unilateral tariffs on Canada, Mexico, and China. While the tariffs on Mexico and Canada will be delayed by a month and will potentially never see the light of the day, 10% on imports from China are still on the cards.
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2 months ago | 
think.ing.com | Inga Fechner |Carsten Brzeski |James Knightley |Lynn Song
Trump imposes new tariffs on Canada, Mexico, and China Even though media reports in the last few days indicated that Trump would implement the tariffs this time, there was still uncertainty until the official announcement. On 1 February, President Trump followed through and declared a national emergency, using the powers granted by the International Emergency Economic Powers Act (IEEPA) to impose these additional tariffs for the first time since the law came into effect in 1977.
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Jan 16, 2025 | 
flipboard.com | Deepali Bhargava |Lynn Song
8 hours agoIn his first public comments since the Dec. 4 shooting of United Healthcare chief executive Brian Thompson, United HealthGroup chief executive Andrew Witty expressed condolences for “the murder of our friend” before declaring, “The health system needs to function better.” The comments, delivered …
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Jan 16, 2025 | 
think.ing.com | Lynn Song
5.0% Puts to rest the debate on what level satisfies an "around 5.0%" target Mission accomplished on China's 2024 growth target China GDP strongly beat forecasts to end 2024 on a high note China's fourth quarter 2024 GDP surged to 5.4% year-on-year, up from 4.6% YoY and marking the highest level of the year, and the fastest YoY growth of any quarter since 2Q23. This was also a much more impressive read given 2Q23 benefitted heavily from a favourable base effect. The fourth quarter growth...
