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cover of episode U.S. and China set for trade talks in London

U.S. and China set for trade talks in London

2025/6/9
logo of podcast Marketplace All-in-One

Marketplace All-in-One
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People
G
Giorgio Meloni
J
Jonathan Josephs
K
Katie Silver
S
Sonny Olomati
S
Stephen McDonnell
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Katie Silver: 我观察到中国五月份的出口数据低于预期，同比仅增长约5%，进口降幅远超预期。此外，消费者价格连续第四个月下降，这表明北京的经济刺激措施效果不佳，整体经济面临通货紧缩和消费者信心低迷的挑战。我认为这些数据反映出中美贸易关系依然紧张，中国经济面临下行压力。 Jonathan Josephs: 我认为美中两国正试图寻找合作途径，尽管之前的日内瓦会谈降低了关税，但未能解决所有问题。美国希望增加对稀土金属的供应，而中国控制着全球稀土资源。作为交换，中国可能寻求更多获得美国高端计算机芯片的机会。我认为稀土问题将是未来谈判的关键议题之一。 Stephen McDonnell: 我注意到中国最近发放了更多许可证，允许中国公司向美国汽车制造商供应稀土。我认为这可以被视为一种缓和紧张关系的姿态，类似于橄榄枝。由于中国在稀土供应方面占据主导地位，限制稀土出口可能会对美国制造业，特别是汽车行业，造成损害。因此，我认为中国的这一举动表明他们希望推动贸易谈判取得进展。

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Shownotes Transcript

From the BBC World Service: Figures out today for May show China's exports to the U.S. dropped sharply, down nearly 13% from April. That data comes before officials from both countries are due to meet in London for high-stakes trade talks. Last month, talks in Geneva resulted in significantly reduced tariffs. Plus, in Italy, it's the second day of voting on whether to alter residency requirements for citizenship.