Tariffs, China, and Semiconductor ETFs: A Trade Balancing Act
Tariff ceasefire with China boosts markets short-term, but China's actions on Nvidia chips create uncertainty. Gold ETFs gain from policy clarity amid geopolitical market intersections.
Asia E-commerce Impacting Air Cargo
Asian e-commerce (Shein, Temu) significantly impacts global air cargo. Shipments from China to the US rose from 5% in 2018 to 55% in 2023, influencing airline operations and US Customs handling of de minimis deliveries.
Factbox-China rolls out broad rate cuts and other stimulus to spur weak economy By Reuters
(Reuters) -China announced a broad range of stimulus measures on Tuesday to support the faltering economy, stabilise the housing sector and restore market confidence.