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مهر ۱۰ S&P Global
Thank you to our panelists for joining us at the Capitol today, and Doug Palmer, Senior Trade Reporter, , for moderating a very productive conversation.
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مهر ۱۰ S&P Global
Production isn't in China just for the costs, but China's capabilities. That has a lot of stickiness. Some production will move, but Josh Green of doesn't see a short-term change like tariff policy impacting long-term business decisions.
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مهر ۱۰ S&P Global
"Think about the policy goals of the Chinese authorities. Stability and growth are everything here." Paul Gruenwald of can't see the Chinese using the "nuclear option" on U.S.-China trade.
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مهر ۱۰ S&P Global
Josh Green and Myron Brilliant debate the impact of the new trade deal with Mexico, and Canada will impact the U.S.-China conversation. Myron believes it will strengthen the President's resolve; Josh wonders if the MCA deal weakens Trump's hand.
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مهر ۱۰ S&P Global
"The pressure is building. How do we get from where we are to a satisfactory conclusion?" 's Myron Brilliant believes China needs to provide structural reforms in IP & data to demonstrate a path forward for the U.S. China trade relationship.
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مهر ۱۰ S&P Global
"The inconvenient truth of the U.S. trade deficit is that it is concentrated on one country, China. The amount of goods produced in Asia will not be changing, but the countries of origin are." Paul Gruenwald, .
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مهر ۱۰ S&P Global
To Myron Brilliant, , it's not just about competing in China, but competing in Africa and Latin America. It's about the price advantage in 3rd markets. We need to watch how China competes with the U.S. and Europe.
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مهر ۱۰ S&P Global
"China’s consumers are driving global growth. You will leave a lot on the table if you disengage from this economy." - Paul Gruenwald,
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مهر ۱۰ S&P Global
"The U.S. and China are both domestically-led economies; a trade war will not have a significant impact on either." Paul sees downsides, but he wants to dampen some of the more extreme responses to the tariffs.
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مهر ۱۰ S&P Global
"I'm wondering if this is really a trade question in the end." Paul Gruenwald, Chief Global Economist of , identifies intellectual property, cybersecurity, and ultimately consistent rules as sources of U.S.-China tension.
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مهر ۱۰ S&P Global
.'s Josh Green sees bigger trends than tariffs impacting the Chinese economy - labor and energy costs have risen in China, and businesses are already restructuring their supply lines for other markets.
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مهر ۱۰ S&P Global
"The economics say one thing, but the sense that China and the U.S. are at odds will impact decision-making." Myron Brilliant,Head of Internal Affairs, , emphasizes caution, seeing other potential issues (such as regulatory procedure).
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مهر ۱۰ S&P Global
Josh Green of describes the trade war as "the dog that didn't bark." Imports into the US are healthy. There was an earlier peak in trade this year than usual, indicating that people are trying to get their products in ahead of tariffs.
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مهر ۱۰ S&P Global
This morning we are in Washington, DC to discuss "What to Expect from US-China Trade Tensions: China’s Global Impact." Follow our Twitter for live updates.
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مهر ۱۰ SP Global Platts
More Women, But Still Mostly Men on Podium at Top Gathering - piece highlights gender diversity progress being made at at
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مهر ۱۰ S&P Global
S&P Global’s Hyderabad office recently partnered with , which showcased 15 dynamic speakers focused on the theme of . Rethink is about rethinking traditional mindsets. The Hyderabad team was proud to sponsor the event and send over 100 employees.
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مهر ۹ Libby Bernick
Great event at where we shared data showing the global energy mix transition and how carbon pricing presents opportunities and risks for companies. Thanks to for a great week!
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مهر ۸ S&P Global
We will soon be sharing a new page on global credit conditions. To get ready, read the latest from on the subject:
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مهر ۶ S&P Global Ratings
Credit conditions in the are tightening. Growing concerns about trade tensions and threaten to undermine business confidence and financial markets if they are not resolved amicably in the fourth quarter. Read more,
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مهر ۶ S&P Global
In a special report, explores the opportunities and challenges creates for trading. Download here:
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