BREAKING: President Trump provides an update on his 48-hour visit to China for the US-China summit with 15+ US public company CEOs.
Details include:
1. Tariffs were NOT discussed with China's President Xi, Trump says they were "not brought up"
2. Trump says he made "no commitment either way" on Taiwan during talks with
3. Trump says he could meet with China's President Xi four times in 2026
4. Trump says China has not purchased Nvidia’s H200 chips, despite US approval for sales
5. Trump says he and President Xi discussed the possibility of easing US sanctions on Chinese companies buying Iranian oil
We expect further details shortly.
@stocktalkweekly Huge Call. Only took a small position as I wasn‘t comfortable with the volatility. The subscription to your service was the best investment of the last couple of years.
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
https://t.co/JzzwCrbJgS
@trader_53 A lot of activity in the Jan-16 37P on the Eurex. 37k contracts traded. Vol collapsing after the non-event. Market makers might be covering shares they sold to hedge the puts they sold in the morning and now bought back
@trader_53 Viel Spaß und gute Erholung. War das letzte Mal vor 25 Jahren da. Dieses Restaurant war damals echt cool von der Location und das Essen war auch gut. Ist vielleicht was für dich. https://t.co/wxlLyKRkRw
For a good sold in the US for $100, ~$12 go to China (base for tarrif). The rest, $88 for the design + shipping + wholesale + retail + branding, etc. go to US taxpayers!
If demand for it drops by 50%, China loses $6 and US agents more than $44, that is 7x more contraction.
@trader_53@JPK51006765@VolkerGlaser1 Das große Problem ist der Vertrauensverlust. Niemand der einem außerhalb der USA beheimatet Unternehmen vorsteht wird doch jetzt einfach Mrd. von $ in die Hand nehmen und da investieren. Morgen sagt Donald vielleicht ganz was anderes. Unkalkulierbar.