Trade

China’s economy is stuck in a rut. Beijing’s steady incremental stimulus fuels growth spurts that have proven to not be sustainable.

The message in the Nvidia revenue-sharing plan is that everything is negotiable, Christopher Tang writes in a guest commentary.

The president indicates he would set tariff rates on chips and steel sometime in the next two weeks.

Consumer spending ticked up in July in line with economists’ expectations, suggesting American households remain resilient.

Trump’s Putin meeting crucial for oil prices, Berkshire Hathaway’s mystery solved, the case for rate cuts, and more news to start your day.

Wholesale inflation picked up more than expected last month, indicating that mounting pressure on input costs will likely translate into higher consumer prices before long.

Economists missed a lesson from President Trump’s first term, Julia Graf writes in a guest commentary.

Trump’s emerging markets behavior, Amazon takes aim at Walmart, Bullish IPO exceeds expectations, and more news to start your day.

Singapore hasn’t been suffering in the retreat from globalization, and yet the city-state is looking to sector diversification—financials, artificial intelligence, and pharmaceuticals—to reduce dependence on trade.

Markets are quietly focused on growth factors despite the din of political pressures.

Tariffs need to be dismantled, not papered over with $600 checks, Marc Short and Joel Griffith write in a guest commentary.

Intel shares were gaining, as CEO Lip-Bu Tan appears to be out of President Donald Trump’s firing line. But there’s a bigger prize to be won.

From stocks to oil to gold, Trump policies are causing big price swings.

CFRA analyst Matthew Miller cut his rating on MP stock to Buy from Strong Buy. His target price went to $88 up $20.

Trump extends China trade deadline, a new pick to lead the Bureau of Labor Statistics, Ford’s EV revamp, and more news to start your day.

Republicans are concerned about Tan’s ties to Chinese firms.

The government will take a 15% cut of the revenue the chip makers generate by selling certain chips to China, according to media reports.

The unusual arrangement will apply to Nvidia’s H20 chip and AMD’s MI308.

Inflation data coming this week, Tesla’s third-quarter sales get a boost, private markets fintech iCapital hires Bloomberg vet, and more news to start your day.

If courts rule against the levies, international trade lawyers expect a messy period of red tape as refunds are processed and the administration scrambles to impose tariffs through other avenues.

Levies on the precious metal would be another blow for Switzerland, one of the world’s key refining hubs.

Is Wall Street too sanguine about the near-term outlook? There are still too many reasons to be bullish about this market.

The long-awaited tech tariffs finally arrived this past week. In a clear sign of the times, the market still rallied.

The administration seems determined to secure a meeting between President Donald Trump and China’s Xi Jinping this fall in hopes of securing a deal on trade and other fronts.

Jack Ablin, chief investment strategist of Cresset, likes founder CEOs, private-market assets, and dividend-paying companies.