The post China lifts July fuel export restrictions for July — Reuters appeared on BitcoinEthereumNews.com.
China has lifted refined fuel export restrictions for July and allowed a private refiner to resume shipments after a four-month pause, Reuters reported on Wednesday, as the world’s biggest refiner returns toward normal after disruptions from the Iran war. Zhejiang Petrochemical Co., majority owned by Rongsheng Petrochemical, has been permitted to export fuel in July after it halted exports for more than three months. Two of the sources said it remains unclear if the lifting of export curbs will continue in August. US-China Trade War FAQs Generally speaking, a trade war is an economic conflict between two or more countries due to extreme protectionism on one end. It implies the creation of trade barriers, such as tariffs, which result in counter-barriers, escalating import costs, and hence the cost of living. An economic conflict between the United States (US) and China began ear
The post US Dollar: Exposure stays elevated – BNY appeared on BitcoinEthereumNews.com.
BNY’s Geoff Yu notes that cross-border investors’ Dollar holdings remain close to multi-year highs, driven by strong United States (US) asset exposure with fewer FX hedges. Federal Reserve (Fed) expectations and the Dollar’s yield advantage underpin this stance, while limited tightening by the European Central Bank (ECB) and policy easing in China reduce alternatives. Yu warns that unhedged flows still pose currency risk if US assets underperform. Cross-border holdings and Fed expectations “Fed expectations have not moved materially over the past week, but cross-border investors’ aggregate dollar holdings remain at their highest level since April 2025. That comparison needs caveating: the April episode was distorted by the extreme moves around the Liberation Day tariffs. Today’s dollar exposure is different.” “By late Q2, however, Fed expectations had become the dominant driver, with the dollar’s yie
Gulf states' shift to private debt highlights a strategic adaptation to geopolitical instability, impacting global investor sentiment and market dynamics.
The post Gulf states raise nearly $10 billion in private debt as Iran war reshapes capital markets appeared first on Crypto Briefing.
The post Gold: Central bank demand underpins prices – ING appeared on BitcoinEthereumNews.com.
ING strategists Warren Patterson and Ewa Manthey report that Gold has edged lower after an early advance as traders await the June Federal Open Market Committee (FOMC) minutes, but the metal trades in line with evolving US rate expectations and remains supported above $4,000/oz. Ongoing Strait of Hormuz security concerns and persistent official‑sector buying, led by China, underpin the outlook. Fed path and China buying in focus “Gold edged lower in Tuesday’s afternoon trading after an early advance as investors looked ahead to the release of the June Federal Open Market Committee minutes later this week for further clues on the Federal Reserve’s policy path. The metal continues to trade largely in line with shifting US rate expectations. Last week’s weaker-than-expected jobs data reduced expectations of additional tightening and helped gold stabilise back above the $4,000/oz level.” “Meanwhi
Temasek's AI-focused investment strategy in China signals a significant shift in global capital flows, potentially reshaping tech innovation dynamics.
The post Temasek boosts China exposure by $8B in AI-driven pivot appeared first on Crypto Briefing.
Temasek's investment signals confidence in China's AI sector, potentially boosting economic growth and influencing global AI market dynamics.
The post Temasek increases China investment by $8B, largest in five years, focusing on AI appeared first on Crypto Briefing.
The post Tech supply chain daily: Beijing may put a firewall around its best AI models appeared on BitcoinEthereumNews.com.
China’s AI firewall The AI race is starting to look less like a software land grab and more like an arms market where both sides have suddenly realised they may be exporting too much of the ammunition. For much of the past year, the anxiety ran one way. US frontier-model providers warned that Chinese developers were distilling, reverse-engineering or otherwise catching up too quickly. Whatever the exact mechanics, the commercial result was clear enough: Chinese models were improving rapidly, while their costs remained far below those of their US rivals. That mattered because the real threat to US frontier AI was never that Chinese models had to be better. They only had to be good enough. For coding, customer support, workflow automation and internal enterprise tasks, a cheaper model with roughly comparable capability could put serious pressure on token pricing and
Record demand for China's bonds amid low yields suggests investor confidence in its fiscal policies, impacting global capital flows and currency dynamics.
The post China’s 10-year bond auction hits record demand as yields hover near historic lows appeared first on Crypto Briefing.
The renewed US-China soybean trade boosts market stability, enhancing predictability for global risk assets and agricultural sectors.
The post China extends US soybean buying spree as trade thaw reshapes macro outlook for risk assets appeared first on Crypto Briefing.
