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cover of episode How China’s Rare-Earths Control Defined Tentative Trade Deal With U.S.

How China’s Rare-Earths Control Defined Tentative Trade Deal With U.S.

2025/6/11
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WSJ What’s News

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Gavin Bade
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Sarah Nassauer
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Spencer Jacob
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Gavin Bade: 作为华尔街日报的记者,我认为中国限制稀土磁铁的出口是促使美国重返谈判桌的主要原因。美国汽车制造商面临停产的风险,这直接促使了美国政府与中国进行紧急谈判。新达成的协议基本上恢复了五月份的状态,但双方仍需继续谈判,以避免未来关税的提高。中国在此次谈判中获得的回报是美国放松了部分出口管制,但并非针对先进芯片等关键领域。中国政府对与特朗普政府达成无限期协议持谨慎态度,因此只同意六个月的许可,并保留后续评估的权利。目前企业界对局势缺乏清晰认知,汽车公司短期内不会停产,但需要持续关注这一问题。总的来说,我认为这只是一次短暂的缓和,未来中美贸易关系仍存在不确定性。

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P.M. Edition for June 11. China’s lock over rare-earth magnet exports) helped bring the U.S. back to the bargaining table over trade. WSJ economic policy reporter Gavin Bade) discusses how China gave the U.S. some access in the tentative deal), but kept some control, which gives it leverage in future trade negotiations. Plus, arrests grow as more cities plan demonstrations after the unrest in Los Angeles. Journal reporter Sara Nassauer) explains how Home Depot became Ground Zero) in President Trump’s deportation push. And U.S. consumer prices rose slightly) in May, defying fears that tariffs would have driven up prices. WSJ investing columnist Spencer Jakab) talks about what that means for the Fed’s meeting next week. Alex Ossola hosts.

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