Kissinger Institute

.@bobdavis187 : "We've reached a preliminary agreement on having a deal, which involves China buying agricultural goods. The US gets, presumably, openings in the financial services market, a currency deal announced in february...basically nothing."

Frisbie: "Nothing changed for American companies last week. If you're an American company, you still have the same amount of uncertainty." Acknowledges positive signalling, but nothing that would change corporate strategies.

Lundsager: "The IMF points to the ongoing trade war affecting sentiment, increasing uncertainty, and you're seeing people holding back" on investment decisions. "Countries, to deal with this, don't have a lot of policy space" to offset changes

No countries followed US in calling China a currency manipulator, says Lundsager. "China's current account has come down dramatically, they're not overtly pushing down the currency to be more competitive" but Trump Admin Treasury is alone in standpoint

.@bobdavis187 : "There are people in the administration who think of China as an existential threat and people who think that China is a problem" within global economy with other outstanding issues. Trump is neither of those identities 100% of the time