每日新闻更新 — 美中关系解冻 The Daily Update – US/China thaw

在刚过去的这个周末,随着美国总统唐纳德·特朗普和中国国家主席习近平在阿根廷G20峰会上同意暂时停止在贸易方面的争执,我们看到,世界最大经济体之间正在进行的贸易争端已经开始解冻。两位领导人同意停止所有新的贸易关税90天以便谈判可以进行,而特朗普同意将价值2000亿美元商品的关税维持在10%,而不是在2019年1月1日的截止日期之前“现在”就将其提高。作为条件,习近平同意中国将从美国购买“巨大数量的”的能源,农业和工业产品。虽然两位领导人之间的会晤被认为是“友好和坦诚的”(最少中方是如此报道的),但根据白宫的一份声明说,如果双方未能在90天内达成协议,10%的关税将上升至25%。

特朗普一如既往地热衷于利用这次(小)突破。他在从峰会回来的路上就告诉记者说,“如果这个协议得到落实的话,它最终将成为有史以来达成的最大的协议之一”;他还补充说,“它将对耕种产业产生不可思议的积极影响,我的意思是说农业、产品、计算机和各种类型的产品”。


特朗普还利用社交媒体吹嘘他是如何迫使中国同意降低进口汽车关税的。他发推文说“中国已同意降低并取消从美国进入中国的汽车的关税。目前的关税为40%”。这次胜利尽管并不像最初看起来那么大,但是特朗普说的确实没错 —(中国)对外国汽车征收的关税一度曾是40%,但这项关税先前是25%,今年早些时候已降至15%,只是在特朗普通过关税打击中国之后中国才将这项关税提高到了40%。


他对自己的成绩表现得至少还算谦卑,正如我们从上周五的推文中看到的那样,“我终于拿到了!我是一个非常优秀的开发商,我的生活很幸福。(但是)当我看到我们的国家朝着错误的方向前进时(这是温和的说法),我就义无反顾地决定参加总统竞选并继续经营我的业务 — 非常合法而且很有意思,在竞选活动中我谈到过这件事情... ...

Please read this important information before proceeding. It contains legal and regulatory notices relevant to the information on this site.

This website provides information about Stratton Street Capital LLP ("Stratton Street"). Stratton Street is authorised and regulated by the UK's Financial Conduct Authority. The content of this website has been prepared by Stratton Street from its records and is believed to be accurate but we do not accept any liability or responsibility in respect of the information of any views expressed herein. The information, material and content provided in the pages of this website may be changed at any time by us. Information on this website may be out of date and may not be updated or removed.

The website is provided for the main purpose of providing generic information on Stratton Street and on our investment philosophy for the use of financial professionals in the United Kingdom that qualify as Professional Clients or Eligible Counterparties under the rules of the United Kingdom Financial Conduct Authority (the "FCA"). The information in this website is not intended for the use of and should not be relied on by any person who would qualify as a Retail Client. Products and services referred to on this website are offered only at times when, and in jurisdictions where, they may be lawfully offered. The information on this website is not directed to any person in the United States. The provision of the information on this website does not constitute an offer to purchase securities to any person in the United States (other than a professional fiduciary acting for the account of a non-U.S person) or to any U.S. person as such term is defined under the Securities Act of 1933, as amended.

The website is not intended to offer investors the opportunity to invest in any Alternative Investment Fund ("AIF") product. The AIFs managed by Stratton Street are not being marketed in the European Economic Area ("EEA") and any eligible potential investor from the EEA who wishes to obtain information on the AIFs will only be provided with materials upon receipt by Stratton Street of an appropriate reverse solicitation request in accordance with the requirements of the EU Alternative Investment Fund Managers Directive ("AIFMD") and national law in their home jurisdiction. By proceeding you confirm that you are not accessing this website in the context of a potential investment by an EEA investor in the AIFs managed by Stratton Street and that you have read, understood and agree to these terms.

No information contained in this website should be deemed to constitute the provision of financial, investment or other professional advice in any way. The website should not be relied upon as including sufficient information to support any investment decision. If you are in doubt as to the appropriate course of action we recommend that you consult your own independent financial adviser, stockbroker, solicitor, accountant or other professional adviser. Past performance is not necessarily a guide to the future. The value of investments and the income from them may go down as well as up. An application for any investment or service referred to on this site may only be made on the basis of the offer document, key features, prospectus or other applicable terms relating to the specific investment or service.

Where we provide hypertext links to other locations on the Internet, we do so for information purposes only. We are not responsible for the content of any other websites or pages linked to or linking to this website. We have not verified the content of any such websites. Such websites may contain products and services that are not authorised in your jurisdiction. Following links to any other websites or pages shall be at your own risk and we shall not be responsible or liable for any damages or in other way in connection with linking.

By using this site, you should be aware that we may disclose any information that we hold about you to any regulatory authority to which we are subject, or to any person legally empowered to require such information.

This website uses cookies to improve user experience, by clicking the "I Accept" button below means you consent to the use of cookies on our website.