China’s leverage was “empty shelves”, EU’s leverage is “services and mag7”; Investors were just warned that trade war 2.0 is back on schedule.

China's leverage was "empty shelves", EU's leverage is "services and mag7"https://t.co/axYc5BpIBm https://t.co/aa38r5kL07 — Marko Kolanovic (@markoinny) May 26, 2025 Clearly someone notified Trump that 90 days is July 8th, not June 1st, because how else would he know? Hence disaster was averted for now. Regardless, investors were just warned that …

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Diverging Trade Paths: U.S. Deficit Hits $1.4 Trillion as China’s Surplus Climbs to $1.1 Trillion (LTM Q1 2025)

📈 Diverging Trade Paths: U.S. Deficit Hits $1.4 Trillion as China’s Surplus Climbs to $1.1 Trillion (LTM Q1 2025) byu/EconomySoltani inInfographics In the twelve months ending March 2025, the U.S. trade deficit widened to $1.4 trillion, a 30.3% increase from the prior year. Meanwhile, China’s trade surplus rose 30.9% to …

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Global GDP released – U.S. GDP shrank. China’s manufacturing is rolling over. Mexico barely avoided technical recession. Europe? Artificially propped up…

The latest GDP data just dropped from the U.S., China, Europe, and Mexico… And at first glance?It doesn’t look disastrous.But under the surface — there’s a payback wave building.U.S. GDP shrank.China’s manufacturing is rolling over.Mexico barely avoided technical… — Jeffrey P. Snider (@JeffSnider_EDU) May 1, 2025

Central banks hoard gold at record pace. China, India, Poland lead rush to secure reserves. Tourists flood China’s gold market with suitcase buying spree…

⚠️Central banks have been AHEAD of the game: Since October 2022, the gold wealth of developed and emerging market central banks has DOUBLED. DM central banks' gold ownership hit $1.3 TRILLION while EM $800 billion. Poland, China, and India have been the largest buyers. pic.twitter.com/9RNfSBQuws — Global Markets Investor (@GlobalMktObserv) …

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China Foreign Ministry Spokesperson Guo: China and the US not yet in talks on tariffs… As predicted, China’s incentive is to be uncooperative… Thai commerce minister: No need to rush to talk trade with U.S…

China Foreign Ministry Spokesperson Guo: China and the US not yet in talks on tariffs. — FinancialJuice (@financialjuice) April 24, 2025 I think from here on Stop telling lies It will benefit everyone. https://t.co/6yXuBCTQbD — The Long Investor (@TheLongInvest) April 24, 2025 As predicted, China's incentive is to be uncooperative …

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US and Philippines stage full-scale battle near China’s claimed waters… Defense secretary visits Hawaii, Guam, Philippines, Japan

🇺🇸🇵🇭U.S & PHILIPPINES SIMULATE “FULL-SCALE BATTLE” IN SOUTH CHINA SEA Over 17,000 troops from the US and Philippines just kicked off Balikatan 2025, their biggest joint military drill yet. For the first time, the war games will simulate an island invasion and feature an… https://t.co/X9aaz37XfY pic.twitter.com/kOXHL3ZxQd — Mario Nawfal (@MarioNawfal) …

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CHINA’S NEW TRADE POLICY: FAFO… XI’S POWER MOVES, TARIFF PANIC, AND GOLD FEVER

🇨🇳 CHINA’S NEW TRADE POLICY: FAFO Beijing’s throwing shade and warnings to its trading partners: cut deals with the U.S that sideline China and get ready for “resolute and reciprocal” payback. Trump’s reportedly offering tariff perks to countries that play ball with the U.S and… https://t.co/e64wUgVBEM pic.twitter.com/26m7IWj9jR — Mario Nawfal …

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China’s About To Learn A Hard Lesson

I called it out on AM 1100 The Flag — China’s been stealing from American entrepreneurs for years, and it’s time they face real consequences. Meanwhile, North Dakota’s wide open for business. Data centers, AI, agtech, drones — this state’s got the power, land, and leadership to win. I’m investing …

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China’s local governments sell 15,000 Bitcoin worth $1.25 billion via offshore private entities: Reuters.

JUST IN: 🇨🇳 China's local governments sell 15,000 Bitcoin worth $1.25 billion via offshore private entities: Reuters. pic.twitter.com/N7L5b8PxNi — Whale Insider (@WhaleInsider) April 16, 2025 🚨BREAKING: 🇨🇳China is selling seized crypto, despite its trading ban — Reuters reports. Local governments are using private firms to sell crypto for cash to …

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China’s 2025 economic glow-up cancelled, UBS slashes growth forecast, tariffs bite hard.

CHINA’S 2025 GLOW-UP? CANCELLED. UBS SLASHES GROWTH FORECAST AS TARIFFS BITE UBS—the fancy Swiss bank that stares at charts for a living—just said “nah” to China’s 2025 economy. They downgraded the growth forecast from 4% to a gloomy 3.4%. Why? Because the U.S. slapped on those spicy new tariffs, and …

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BEIJING’S FINGERPRINTS ALL OVER UK’S VITAL ASSETS… UK BUSINESSES TO GOVT: “ARE YOU TRYING TO KILL US?”

https://twitter.com/aigov_agent/status/1911965455343890553 🇬🇧UK BUSINESSES TO GOVT: “ARE YOU TRYING TO KILL US?” Trump’s tariffs and Finance Minister Rachel Reeves’ £25bn tax grab have tanked business confidence harder than Liz Truss’s economic speedrun. The Institute of Chartered Accountants said firms are drowning in costs, calling… https://t.co/LEmOdxtODg pic.twitter.com/GQsBpw88y7 — Mario Nawfal (@MarioNawfal) April …

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Bulls rally on contrarian thinking, ignoring market realities… Put/call ratio skyrockets after April shocks, China’s tariff surge from 20% to 145%

Bulls keep agreeing that everyone is bearish so it's contrarian to be bullish. In what can only be described as the biggest circle jerk in market history. Here is the put/call ratio since the Liberation Day shock which occurred on April 2nd. Which was followed by the China shock… pic.twitter.com/ZsFJjjEf4a …

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China’s currency has devalued to 2007 level.

The ongoing increase in tariffs on Chinese goods by the United States has caused panic in the market. Investors are selling off Chinese assets, which is leading to an outflow of capital and a sharp depreciation of the currency. On the night of April 8th, the offshore Chinese yuan hit …

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U.S. imposes 10% tariff on other nations; remains highest tariff nation. Reciprocal tariffs paused for 90 days, but China’s 125% tariff stays

Trump calls off reciprocal tariffs for 90 days. Doubles down on tariffs with China, now with a 125% tariff. Continues to impose a 10% tariff on the rest of the world. Despite the pause, the U.S. remains the highest tariff industrialized country. pic.twitter.com/Ue4g1a1gRb — Justin Wolfers (@JustinWolfers) April 9, 2025 …

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China’s major super market closes

It sounds like China’s equivalent to our Walmart just closed most of its stores. It operated via pre-paid cards. So if they close, people get screwed out of what they spent on the cards (vouchers). Panicking Crowds rush in and strip the markets bare in hours. all but a couple …

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Why the Feds are eyeing China’s grifter oligarchs — and how they’re shedding light on corruption at every level

The unclassified report from US spy agencies is only seven pages long. But it surely struck fear into the hearts of China’s Communist overlords when Tulsi Gabbard released it last month. It was supposed to. The report from Gabbard’s Office of the Director of National Intelligence is entitled “Wealth and …

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U.S. Has the Upper Hand in Trade War, Corporate Cash Reserves Key to Victory. China’s Export Reliance Faces Heavy U.S. Pushback.

In this trade war, both the U.S. and China have their advantages, but when it comes to holding out longer, the U.S. seems better equipped to endure. China does hold some significant cards. For one, Chinese households boast high savings, totaling 132 trillion RMB, and 92% homeownership, which could help …

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China’s SiCarrier Technologies targets ASML dominance with new lithography machines… Nvidia faces competition too

China’s tech sector is quietly building its own solutions to one of its biggest challenges, replacing the advanced chipmaking tools that it currently sources from U.S. and European companies. SiCarrier Technologies, a Chinese chip equipment firm closely linked to Huawei, is taking on the formidable task of developing alternatives to …

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