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LATEST INSIGHTS

Leland Miller on U.S.-China Trade Disputes
President Trump said Friday the U.S. will slap duties on $50 billion in Chinese imports. China countered with a list of goods slated for tariffs. Leland Miller, president of the China Beige Book, weighs in.

@ChinaBeigeBook

"Pledged equity is the biggest source of pressure on #China's stock mkts at present"

The stock mkt is not the economy, & a stock rout doesn't augur a loss in growth momentum. But margin calls = where this all gets tricky.

https://t.co/3KW6dlLYge

CBB's Scissors to @LATimes: "When Beijing said it was going to match the $50B in tariffs, [DC] viewed it as treating the Trump Admin as weak"

https://t.co/ziNww3OoyA

CBB's Scissors chats w/@FT: "Future talks could still defuse the [trade war]. But facing midterm elections in Nov, “the president needs to be able to say he took action to shrink the #trade deficit."

https://t.co/lsrU1fzmMn

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China Beige Book provides institutional investors and corporate decision-makers with market leading insights derived directly from our nationwide proprietary data on the Chinese economy.