川普的耐心似乎到极限了

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

川普的耐心似乎到极限了。但是现在的基本情形已经改变。中方显然并不太担心3000的事情了。怎么讲呢?近视眼遇到近视眼,斗鸡眼遇到斗鸡眼。

再次推荐圈友阅读反应古巴导弹危机的作品《午夜降至》。我们可以看到各种误判是如何产生的,当事人又是怎样在不完整,误导,错误信息的环境下艰难决策,以及,历史中的偶然性。同时,每一方内部都有约束,所有人都不是自由意志和自由行动。

Trump Says He Could Impose More China Tariffs If He Wants (2)

Mnuchin and Lighthizer due to speak with China officials

Trump has complained China not ramping up U.S. farm purchases

By?Justin Sink

(Bloomberg) –?

President?Donald Trump?reiterated that he could impose additional tariffs on Chinese imports if he wants, after promising to hold off on more duties in a trade-war truce he reached with China’s?Xi Jinping?last month.

Stocks fell from a record after Trump made the remarks at a cabinet meeting Tuesday at the White House.

“We have a long way to go as far as tariffs where China is concerned, if we want. We have another $325 billion we can put a tariff on, if we want,” Trump said. “So, we’re talking to China about a deal, but I wish they didn’t break the deal that we had.”

Trump and Xi called a tariff ceasefire and agreed to resume trade talks after meeting at the Group-of-20 summit in Japan in late-June, breaking a six-week stalemate. The U.S. president said he’d hold off on a threat to impose tariffs on an additional $300 billion in Chinese imports, and that Xi had agreed to buy large amounts of U.S. farm goods in exchange. But those purchases have yet to happen.

U.S. shares snapped a five-day rally following Trump’s remarks Tuesday. Treasury 10-year yields surged earlier in the day after solid economic data added to signs the U.S. expansion is holding up even as central bank officials indicated they’re ready to cut rates.

Treasury Secretary?Steven Mnu

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