Bill Gundersen: 今天早上我听到采访说中美谈判陷入僵局,这影响了市场。虽然欧洲传来好消息,但中国方面却传来坏消息。我认为中国经济在同意90天延长和降低关税后受到严重打击,所以美国现在有很大的优势。我猜测中国在稀土矿物方面没有兑现承诺。我认为美国需要中国,中国也需要美国,双方最终会达成协议。中国国家主席习近平希望直接与特朗普对话,未来几周内,中美两国领导人需要会面才能推动局势发展。特朗普指责中国违反贸易协定,这令人非常意外。即使达成了临时休战协议,美国仍在推进对中国的技术限制,而中国尚未放松对关键矿产出口的限制。中国股市下跌,这对中美两国都有害。我认为中国在稀土矿物方面没有兑现承诺。总之,围绕中国问题存在很多不确定性。
The podcast opens with a discussion of the current state of US-China trade relations, noting that talks are stalled and that Trump has accused China of violating a trade agreement. Uncertainty about the situation is impacting the markets.
Trade talks between the US and China are stalled.
Trump accuses China of violating a trade agreement.
Uncertainty is impacting the markets.
The situation may require direct talks between Trump and Xi Jinping.