b********n
发帖数: 38600 | 1 Citigroup Global Markets Asia (Ken Peng, investment strategist)
“It’s more a bargaining game rather than one where punishments are doled
out”
Markets feel “comfortable” as there isn’t universal support in the
Republican Party for a protectionist trade policy. Failure of the president
’s health-care bill is also a factor
Still, hard to predict how talks will pan out
Oanda Asia Pacific (Jeffrey Halley, senior market analyst)
China will strive for market stability during the talks
“The chances of the onshore- and offshore-traded yuan being allowed to
trade materially weaker while Mr Xi is visiting the U.S. will be almost zero”
Guotai Junan Fund Management (Guo Rui, vice president)
Don’t anticipate any news that will move markets
“The meeting will be more likely about two leaders tentatively figuring out
each others’ card hands. Trump tends to be hawkish on words, but the
meeting itself signals there is common ground for cooperation”
ING (Jingyi Pan, markets strategist)
“The market’s imagination appears to be running wild with the
possibilities of the outcome from this meeting”
That will likely make many stay on sidelines ahead of the meeting. “A
pickup in volatility post event could nevertheless lure traders out”
Trump’s past colorfulness when it comes to China’s perceived
transgressions means talks could go a number of ways
ANZ (Khoon Goh, head of Asia research)
Still a risk U.S. could take a strong line on China in the Treasury’s semi-
annual currency report
“Hopefully the Xi-Trump meeting will ease some of the tension”
Lack of concern in markets shows traders don’t expect rhetoric over China
being a currency manipulator to be followed through
Mizuho Bank (Ken Cheung, Asia currency strategist)
Don’t expect any kind of deal out of the talks
Don’t think China will be slapped with manipulator tag
“We’re not looking for breaking news that would change the yuan’s outlook
at the summit. The meeting will be smooth as Trump has softened his stance
against China” | f******t
发帖数: 19544 | | b********n
发帖数: 38600 | 3 " We are not in retreat . We are advancing in another direction . " some
American General
【在 f******t 的大作中提到】
: 一大坨，啥都没说。
| b********n
发帖数: 38600 | 4 If Trump gins up a war against Syria and/or North Korea, the unanticipated
consequences will spell the end of the American experiment. It will be time
to trade in MAGA hats for FAG hats (Fucked America Good). | b********n
发帖数: 38600 | 5 "Make Israel Great Again...and First."
He has indeed changed his mind and is proud of the flexibility... | b********n
发帖数: 38600 | 6 Problem is, Trump just lost on two internal projects/promises. He might try
to shift to international. As always. Every president. |
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