AGP Executive Report
Last update: 9 minutes agoUS–China Trade Reset: After Trump’s Beijing summit, Washington says China will buy at least $17bn a year in US farm goods for 2026–28, including beef access and poultry imports tied to bird-flu-free states, while both sides set up new trade and investment boards—but the fact sheet still sidesteps Taiwan, even as Trump frames Taiwan arms as a bargaining “chip.” Taiwan Flashpoint: Trump has suspended a $14bn Taiwan arms sale, explicitly linking it to China talks, and Taiwan’s US envoy insists the island is trying to prevent being “swallowed,” not escalating. Middle East Shock to Asia Markets: Fresh drone attacks and a near-closed Strait of Hormuz are pushing oil up and bond yields higher, dragging Asian stocks and raising recession fears. Japan Macro Pressure: Japan’s 10-year yield hits a 29-year high, with officials hinting at possible yen intervention with US backing. China on the Move: A 5.2 quake hits Guangxi, while China’s property slump shows signs of easing and Beijing keeps projecting confidence in tech and military buildup. India–Europe Momentum: EU Commission chief von der Leyen spotlights India-EU security and trade ties, as India’s Piyush Goyal touts FTAs covering ~70% of global GDP.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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