川普为什么突然变脸,这是目前最接近真实的说法

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致敬凯恩斯、索罗斯、利佛摩尔

川普为什么突然变脸,这是目前最接近真实的说法。我个人认为当前的情况复杂化了,因为中方对知识产权和技术转让条款重新商谈,这不会是一个简单的谈判技巧,这应该是来自于更高层的通盘考虑。所以可以理解外交部下午的发言,愿意继续跟美方商谈,而美方到目前,没有对是否继续谈判表达明确的意愿。

市场预期是谈判仍然会继续,如果明天中国真的宣布延后派出代表团去美国,美股市场会如何面对这个情况。而我认为这种可能性的确大大提高了。

Trump Said to Threaten Tariffs After Hearing of Chinese Reversal

Talks in Beijing last week left U.S. delegation disappointed

China hasn’t said who will attend Washington talks this week

By?Jenny Leonard,?Saleha Mohsin?and?Jennifer Jacobs

(Bloomberg) –?

Donald Trump’s?top trade negotiator told him that Beijing was back-tracking on a trade deal following a round of talks last week, angering the president and leading him to threaten on Sunday to raise tariffs on Chinese goods, according to people familiar with the matter.

In talks last week in Beijing, Chinese officials told their U.S. counterparts they would not agree to a trade deal that required changes to Chinese law, the people said. China had previously agreed to change its laws in the text of the deal, they said.

The change has major implications for provisions of the deal that would seek to end a Chinese practice of forcing U.S. companies seeking to do business in the country to reveal proprietary technologies and other intellectual property.

The U.S. side, led by Trade Representative?Robert Lighthizer, thought that issues around what’s known as forced technology transfer were resolved and considered the Chinese position on changing its laws to be an attempt to renegotiate, the people said. Lighthiz

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