Tag: US-China Trade War
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China’s July Stall: Retail Sales at 0.6% and an Investment Contraction That Keeps Deepening
China’s July data missed across the board: retail sales grew 0.6 per cent against 1.5 expected, industrial production slowed and investment contracted 6.7 per cent. Inside the balance-sheet recession behind the numbers, the deflation China exports, and what would change the story.
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US Forced Labour Tariffs: A 10 to 12.5 Per Cent Duty on 99 Per Cent of Imports
New US forced labour tariffs of 10 to 12.5 per cent hit 60 trading partners on 24 July 2026, covering 99 per cent of imports. Why markets shrugged, why the calm rests on testable assumptions, and what it means for the FOMC.
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Nvidia H200 China Exports Begin: Trivial Volumes, a Major Policy Turn
H200 shipments to China have begun, and almost none have shipped. Inside the $10bn licence stack, the two-million-chip order overhang, the Blackwell loophole, and what the market actually bought.
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Trump’s Tariff Blitz: 25% on Mexico and Canada, 10% on China
25% tariffs on Mexico and Canada, 10% on China: Trump targets 40% of US imports in the most aggressive trade action since the 1930s. How the tariff blitz reshapes the investment landscape from supply chains to inflation expectations.
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DeepSeek Shock: China’s AI Challenger Rattles US Tech Stocks
Nvidia loses $589 billion in a single session as a Chinese AI startup challenges the entire Western AI infrastructure thesis. What DeepSeek means for the semiconductor complex, the capex cycle, and the future of AI investing.
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Trade War 1.0: Trump Fires the First Tariff Salvo Against China
The sell button got hit hard this week, and for the first time in this cycle, it was not an algorithm chasing volatility or a rates scare rippling out of the Treasury complex. It was politics. Raw, deliberate, campaign-promise politics, dressed in the language of national security and aimed squarely at the world’s second-largest economy.…