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21.11.25 - 21:54
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Trump team considering selling Nvidia H200 chips to China, insiders say (SCMP)
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US officials are having early discussions on whether to let Nvidia sell its H200 artificial intelligence chips to China, according to people familiar with the matter, a contentious potential move that would mark a major win for the world's most valuable company.
US President Donald Trump's team has held internal talks about H200 chip shipments to the Asian country in recent days, said the people, who requested anonymity to discuss a highly sensitive matter.
No final decision has been made, the......
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21.11.25 - 16:57
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Don′t Fight The Fed... But Is China Worth A Shot? (ZeroHedge)
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Don't Fight The Fed... But Is China Worth A Shot?
By Daniel Moss, Bloomberg Markets Live reporter
The idea of taking out insurance against worst-case scenarios, mostly by cutting interest rates, became a popular choice among the world's big central banks over the past quarter century. Beijing has shunned this doctrine lately. It may come with a price.
The People's Bank of China recently downplayed concerns that the world's second-largest economy is in trouble. The PBOC's latest quarterly statement emphasized long-term prospects and discouraged investors from focusing on what it sees as merely short-term hurdles. Translation: Rein in those bets on rate cuts. Goldman Sachs was among those that got the message, pushing back its forecast for the next reduction to the first quarter of 2026. Other large institutions, including Citigroup Inc., had already thrown in the towel.
It's natural that firms adjust projections to reflect what central banks are saying, as opposed to relying entir...
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21.11.25 - 06:12
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China Prepares New Property Stimulus Package As Housing Crisis Enters Year Six (ZeroHedge)
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China Prepares New Property Stimulus Package As Housing Crisis Enters Year Six
The global stimmy train is about to leave the station.
With Japan - which is now in recession - set to announce a massive (for its GDP) $150BN fiscal stimulus any second, it's (increasingly belligerent) neighbor to the west is also about to make it rain.
China is considering new measures to turn around its zombified property market, about to enter its 6th year of contraction, as concerns mount that a further weakening of the sector will threaten to destabilize its financial system, Bloomberg reports
Policymakers including the housing ministry are considering a slew of options, such as providing new homebuyers mortgage subsidies for the first time nationwide. Other measures being floated include raising income tax rebates for mortgage borrowers and lowering home transaction costs. In the end, however, China will just do what every economy does when it is scrambling to kickstart demand: it will hand out chec...
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20.11.25 - 12:01
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EZB warnt vor Dollarknappheit, China emittiert Dollar-Bond (Tichys Einblick)
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Anfang November ereignete sich Bemerkenswertes am internationalen Markt für Staatsanleihen. Weitgehend unbeachtet von den klassischen Medien – mit Ausnahme von Bloomberg – wagte China erstmals seit längerer Zeit wieder den Schritt, eine in US-Dollar denominierte Staatsanleihe zu emittieren. Das Volumen: vier Milliarden Dollar, hälftig aufgeteilt in Laufzeiten von drei und fünf Jahren. Und die Nachfrage
Der Beitrag EZB warnt vor Dollarknappheit, China emittiert Dollar-Bond erschien zuerst auf Tichys Einblick....
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