Vice President at Northern Trust Corporation | POPM Product Owner Securities Lending | Passion to decipher market moves
Zerohedge: *BESSENT: CHINA 'CAN'T BE TRUSTED WITH THE GLOBAL SUPPLY CHAIN' PERHAPS CHINA VICE COMMERCE MINISTER WENT 'ROGUE.' IF CHINA AIMS TO BE UNRELIABLE, WORLD MUST DECOUPLE. 🇨🇳🇺🇸 TREASURY SECRETARY BESSENT: “THIS IS CHINA VERSUS THE WORLD - NOT JUST A U.S.-CHINA PROBLEM”
GET SOCIAL, OR GET LOST! | Financial, FinTech, and Cybersecurity B2B Content Writer | FinTech and Wall Street Lead Generation
Treasury Secretary Bessent's assertion that China cannot be trusted with the global supply chain highlights a significant geopolitical shift. The idea of decoupling gains traction if reliability is compromised, framing this as a global challenge, not solely a bilateral one. #GlobalSupplyChain #Geopolitics #Decoupling
Vice President at Northern Trust Corporation | POPM Product Owner Securities Lending | Passion to decipher market moves
Zerohedge: *BESSENT: CHINA 'CAN'T BE TRUSTED WITH THE GLOBAL SUPPLY CHAIN' PERHAPS CHINA VICE COMMERCE MINISTER WENT 'ROGUE.' IF CHINA AIMS TO BE UNRELIABLE, WORLD MUST DECOUPLE. 🇨🇳🇺🇸 TREASURY SECRETARY BESSENT: “THIS IS CHINA VERSUS THE WORLD - NOT JUST A U.S.-CHINA PROBLEM”
To secure a trade deal with China—and ensure that Beijing maintains exposure to the U.S. dollar system—Trump should present China with a dilemma instead of an ultimatum, argues Zongyuan Zoe Liu. https://fam.ag/42TD9fa
US Treasury Secretary Scott Bessent anticipates a “pretty big breakthrough” in the next round of trade talks with China, despite ongoing tensions and retaliatory measures. A key moment is expected at the upcoming regional summit in South Korea, where Presidents Donald Trump and Xi Jinping are set to hold a pull-aside meeting. Bessent also highlighted his own negotiations with Chinese Vice Premier He Lifeng, marking the fifth round of discussions. While previous talks have been inconclusive, the upcoming engagements could reshape the trajectory of US-China trade relations, especially as the Trump administration moves to support American farmers impacted by reduced Chinese purchases. Source: Bloomberg --- #USChinaTrade #ScottBessent #DonaldTrump #XiJinping #TradeTalks #Geopolitics #SoybeanTariffs #EconomicDiplomacy #BloombergNews #GlobalMarkets
The inventor of the GIDC model | C-suite | Advisory Board Member | Keynote Speaker | Sustainability Ambassador | Pharmacist | Featured on Business Insider, CEO Weekly, Al-Arabiya Business & others
The phrase "virtually every product" means we’re talking about forced economic decoupling on a scale never before attempted. I think every CEO, Procurement Head, and Supply Chain Manager needs to be modeling a 100% China exit scenario immediately. The real-world question is: Can alternative manufacturing hubs (Vietnam, Mexico, India) absorb this volume in the next 6-12 months?
Just in: Donald Trump accused China of taking an 'extraordinarily aggressive position on trade', and said he would impose 'large-scale export controls on virtually every product they make'. The new measures would be imposed from November 1, or sooner, depending on Beijing's actions, the US president added. https://on.ft.com/4oioGCz
CEO at FAO Global | International Expansion, Geopolitics, & Banking Strategy | Cross-Border Operator | Start-Up & Scale-Up Advisor | Xuman.AI | Veteran Mentor
The evolving U.S.–China dynamic continues to shape how global trade and investment flows operate — not just between Washington and Beijing, but across neighboring markets like Mongolia, Vietnam, Canada, and Mexico (amongst many others). Shifts in FX rates, tariffs, and supply chain exposure are now critical variables that determine where capital goes and how companies protect margin and liquidity. The key is strategic flexibility: structuring operations and treasury to adjust to geopolitical shifts before they become financial shocks. #Geopolitics #TradeStrategy #FX #InternationalExpansion #FDI #GlobalBanking #FAOGlobal
US President Trump and Chinese President Xi have reignited tensions that threaten global growth and supply chains — their standoff isn’t just headline risk, it amplifies volatility across China and neighboring markets like Mongolia, Vietnam, Mexico, and Canada. For U.S. headquarters clients expanding abroad, this means intense pressure on capital flows, FX exposures, and partner selection in sensitive regions. At FAO Global, we are uniquely positioned to guide clients through this turbulence — helping them build resilient banking structures, navigate geopolitical risk, and connect with trusted local and regional partners in frontier markets. #Geopolitics #CrossBorderFinance #EmergingMarkets #GlobalBanking #RiskManagement https://lnkd.in/g_Xutf_C
Corporate Financier’s Notes: Insight of the Day - China now exports way more FDI capital than it imports, according to fDi calculations. The inbound to outbound ratio has decreased to 30%. (Financial Times) #CFNInsight #CorporateFinanciersNotes
Senior Director | Blackrock | Quant | AI
1wSubodh Warekar do they have leaked documents on XI's plan, or is it reddit speculation?