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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: Cogito Ergo Sum who wrote (145915)2/8/2019 7:14:41 AM
From: TobagoJack  Respond to of 217860
 
:0)

btw, some folks seem to believe quantitative tightening shall somehow change the protocol in place since 2001, namely Fiat Money Inflation, and that somehow team USA can afford to tighten and team China cannot afford to either tighten or to further ease

such be the case when one divorces own macro take from the guidance of history and the rule of mathematics, I figure

in any case, several interesting trends evolving

- one, in hk, the new bypass highway over water from Central to Chaiwan on HK island en.wikipedia.org–Wan_Chai_Bypass is changing traffic times and patterns, and may tee-up rising values in previous backwaters (yes, all relative, we have backwaters on HK island)

- hk government is progressively championing a 'second' central in Kowloon East scmp.com and should spell opportunity for those willing to toe the line marked by officialdom

the earlier positioned industrial lofts in Aberdeen / Wong Chuk Hang ( Message 24549799 and Message 24680385 ) have risen ~8-9X unleveraged since 2007 / 2008 / 2009, as reckoned given the subway construction that connected otherwise less-worthy buildings

I hope that the elmat had in some manner taken too heart the macro considerations and did something, anything, in alignment w/ the overarching macro

t would be odd to believe that a debtor can voluntarily quantitative tighten, but oddities do exist :0)



To: Cogito Ergo Sum who wrote (145915)2/9/2019 7:47:00 PM
From: TobagoJack  Respond to of 217860
 
deep-state against connectivity project

just like the elmat

economictimes.indiatimes.com

US lawmakers, intelligence agencies express concern over China's OBOR initiativeResponding to lawmakers concerns in this regard, American spymasters during a Congressional hearing on worldwide threats refrained to talk about the OBOR's military dimension in Pakistan in open setting.

Jan 31, 2019, 12.09 PM IST

Chinese servicemen gesture from the deck of a naval vessel, during the closing ceremony of the Pakistan Navy's Multinational Exercise AMAN-17, in the North Arabian Sea, Pakistan, February 14, 2017.

WASHINGTON: Top American lawmakers and spymasters on Tuesday expressed their concern over the increasing global presence of China through its ambitious 'One Belt One Road' or OBOR initiative, which they said has also a military dimension including in India's western neighborhood.

Responding to lawmakers concerns in this regard, American spymasters during a Congressional hearing on worldwide threats refrained to talk about the OBOR's military dimension in Pakistan in open setting.

"We can talk in a classified session about the nature of the relationship with Pakistan and I think that we can eliminate what you are seeking there," Defence Intelligence Agency Director Gen Robert Ashley told members of the Senate Select Committee on Intelligence.

He was responding to a question from Senator Michael Benet who wanted to know about the potential dual use capabilities that China may attain through OBOR.

"Recently there were reports that China may press Pakistan for military access. As Pakistan falls more and more into China's debt, I'm concerned about data access China may control through digital infrastructure projects in countries around the world. What is the IC's assessment of potential dual use aspects of China's Belt and Road Initiative and what threats do they pose to US interests?" Bennet asked.

In his reply, National Intelligence Director Dan Coats said, "...You can look at the map and see a lot of strategic places where China has real interest in perhaps a dual effort to not only provide infrastructure support, loan support for ports, airports, roads, a lot of infrastructure loans to help with their economy but also interest in placing strategic military positions."

China has been doing this across the globe, he said.

According to Ashley, in terms of dual use technologies there is a multitude of things out there and it's not necessarily germane to the Belt and Road Initiative.

"It's where they are investing and part of that investment is how they are garnering intellectual capital globally but think about quantum from a communication standpoint, from a computing standpoint, from a sensing standpoint what those advanced sensors could do," he said.

Coats told lawmakers that China's pursuit of intellectual property, sensitive research and development plans, and the US person data remains a significant threat to the US government and the private sector.

"China's military capabilities and reach will continue to grow as it invests heavily in developing and fielding advanced weapons and Beijing will use its military clout to expand its footprint and complement its broadening political and economic influence as we have seen with its One Belt One Road Initiative," he said.

"As part of this trend, we anticipate China will attempt to further solidify and increase its control within is the immediate sphere of influence in the South China Sea and its global presence further abroad," Coats said.




To: Cogito Ergo Sum who wrote (145915)2/15/2019 5:20:25 PM
From: TobagoJack  Read Replies (1) | Respond to of 217860
 
if I were the suspicious type, I would think someone is trying to set someone up

it is difficult to say who the mark is

could be core comrade Jinping, tweeter in chief trump, or the democrats, the germans, Japanese, or Canada

there are so many possible marks in this poker game

bloomberg.com

Trump, Xi Hail Progress in Trade Talks as Tariff Deadline Nears
Alyza Sebenius
President Donald Trump hailed progress made in trade talks with China this week, saying he may extend a tariff truce and take steps to sell a potential deal with opposition lawmakers.

Trump’s comments signal the two sides may be approaching a deal after two days of high-level talks in Beijing. The two countries said they are working toward an initial written agreement, and will continue negotiations next week in Washington. The U.S. has threatened to more than double tariffs on $200 billion of Chinese goods if there’s no deal by March 1.

“It’s going extremely well,” Trump said, referring to the negotiations that wrapped up Friday in Beijing. “If we can make the deal it would be my honor to remove” the tariffs, but otherwise many billions of dollars are pouring into Treasury, the president said at the White House on Friday.

President Xi Jinping also sounded upbeat, saying the week-long round of meetings “achieved important progress in another step,” according to China’s Xinhua News Agency.

U.S., China Trade Talks: Side-By-Side Comparison of Statements

While Trump doesn’t need the backing of lawmakers to impose or revoke tariffs, the president on Friday said he would consider bringing Democrats to the negotiating table. Trump’s remarks suggest he may be preparing a campaign to sell a potential trade deal with China in Washington. Some Democrats have pressed Trump to stick to a tougher approach to Beijing.

“Any deal I make toward the end I’m going to bring Schumer -- at least offer him -- and Pelosi, -- I’m going to say please join me on the deal,” said Trump referring to Senate Minority leader Chuck Schumer and House Speaker Nancy Pelosi. “I’ll put them in the room and let them speak up.”

Trump’s optimistic comments contrast with the measured tone of the official U.S. statement on the talks released by the White House. In its statement, the U.S. cautioned that “much work remains,” making no mention of the “consensus in principle” cited by the Chinese in their own statement.

Investors applauded signs that the trade war between the world’s two largest economies isn’t escalating. U.S. equities surged, with the S&P 500 Index rising 0.8 percent by 11:44 a.m. in New York.

Both sides agreed to resume discussions in the U.S. capital next week as they work toward a “memorandum of understanding” that could form the basis of a deal between Trump and Xi. A summit meeting between the leaders hasn’t yet been scheduled.

The U.S. has set a deadline of March 1 to ratchet up tariffs on $200 billion of Chinese goods to 25 percent from 10 percent. Earlier this week, Trump repeated on Friday that he’s open to extending that deadline for higher tariffs if the two sides are close to striking a deal. Bloomberg News reported that Trump is considering a 60-day extension for negotiations.

The White House statement on Friday said the Americans focused on structural issues in the Chinese economy “including forced technology transfer, intellectual property rights, cyber theft, agriculture, services, non-tariff barriers, and currency.”

Treasury Secretary Steven Mnuchin sounded a positive note in Beijing, saying he and U.S. Trade Representative Robert Lighthizer held productive meetings with China’s Vice Premier Liu He. Xi also met Mnuchin and Lighthizer on Friday.

Across the Negotiating Table: A Who’s Who of China’s Trade Team

The two sides remained far apart this week on structural reforms to China’s economy that the U.S. has requested, according to three U.S. and Chinese officials who asked not to be identified because the talks were private. They said it would likely take a meeting between Xi and Trump to seal a deal.

— With assistance by Jennifer Jacobs, Kevin Hamlin, Saleha Mohsin, Haze Fan, and Miao Han

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