Trump win and threat of more tariffs raises expectations for more China stimulus

Trump win and threat of more tariffs raises expectations for more China stimulus

中国和美国的国旗在2019年7月30日上海外滩附近飘扬,美国贸易代表团将在此与中国代表会面。特朗普获得2024年总统连任,提高了中国财政刺激计划的门槛,这些计划预计将于周五公布。特朗普在竞选中曾威胁对向美国出售的中国商品征收额外60%或更高的关税。中国目前更多依赖出口支撑经济增长,而特朗普提高关税可能会给中国带来重大影响。预计中国政府将推出超过10万亿人民币的刺激计划,其中约6万亿人民币用于地方政府债务置换和银行重组。中国的股市表现可能会受到特朗普胜选的影响,但中国仍然是美国以外市场的出口强国。 source

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Trump vow on new trade war sends shockwaves through supply chain

Trump vow on new trade war sends shockwaves through supply chain

Retailers and manufacturing companies are contacting logistics partners to “front load” shipments ahead of potential changes in tariff policy by President-elect Donald Trump. Trump has promised tariffs on imports, particularly from China. This has led to increased container demand and vessel bookings, affecting freight rates and stock prices. Ocean shipping stocks initially dropped, but experts…

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Trump Media shares surge as Trump wins presidential election

Trump Media shares surge as Trump wins presidential election

Former President Donald Trump’s media company saw its shares rise after projections indicated he was winning the presidential election. Despite posting a loss in the third quarter, the stock surged as Trump gained a solid Electoral College lead. Trading was halted multiple times due to volatility, but the stock, seen as a market proxy for…

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