Topic · Gokhshtein Media
U.S.–China
Trade, technology, Taiwan, and the rivalry that shapes supply chains, chips, and markets
30 stories · Updated 34m agoThe relationship between the two largest economies sets the terms for global trade, technology, and security, and almost every major market story has a China chapter. This hub brings together the World, Macro, and Technology desks’ coverage: trade and tariffs, export controls and chips, Taiwan, Chinese economic policy, and the companies exposed on both sides.
Coverage led by The World Desk
The basics
- Why does the U.S.–China relationship matter to markets?
- Because the two economies are deeply linked through trade, manufacturing, and finance, and because policy decisions in either capital — tariffs, export controls, sanctions, stimulus — change costs and revenue for companies worldwide. Semiconductors, industrial goods, agriculture, and energy are the sectors most directly exposed.
- Why is Taiwan central to the technology story?
- Taiwan manufactures the majority of the world’s most advanced semiconductors. Any disruption to that supply would affect every industry that depends on advanced chips, which is why Taiwan is a market risk as well as a geopolitical one.
- How do Chinese economic policies affect global assets?
- China is the largest consumer of many commodities and a major export market, so stimulus, property-sector policy, and currency management move commodity prices, emerging-market currencies, and the earnings of multinational companies that sell there.
Macro & Rates
UK Weighs Chinese EV Tariffs as EU Pressure Mounts
A potential UK tariff increase on Chinese electric vehicles could steepen gilt yields by raising inflation persistence and delaying Bank of England rate cuts.
U.S. Proposes AI Incident Alert System to China Ahead of Trump-Xi Talks
Huawei Criminal Trial Opens in Brooklyn During U.S.-China Tech War
US-China Trade Talks Begin as Bitcoin Holders Prepare for Macro Shift
More on U.S.–China
Digital Assets
Bitcoin Eyes $66K as U.S.-China Trade Talks Stoke Macro Uncertainty
World
Taiwan's Democracy Fractures During China Pressure
World
China Tightens Exit Controls, Citing Security Threats
World
Taiwan Stages Live-Fire Drills Ahead of Trump-Xi Summit
Macro & Rates
Trump's Airport Greeting for Xi Shows China Trade De-escalation
World
Taiwan's Economy Grows 12.92 Percent on AI Chip Demand
Macro & Rates
U.S. Airlines Block Air China's Capacity Expansion Bid
Research & Analysis
Volkswagen's 2026 Margin Collapses to 1% as China Market Shrinks 20%
U.S. Equities
U.S. AI Giants Outearn China 10-Fold: Microsoft, Nvidia Positioned to Extend Lead
World
EU Proposes Limit on Chinese Hybrid Car Exports to Ease Trade Deficit
Politics & Policy
U.S. Intelligence Warns China May Target F-35 Technology Through Saudi Arabia
World
US Confirms Orbital Weapons; China, Russia Warn of Space Militarization
U.S. Equities
China's Covert Gold Buying Fuels Barrick Gold, Newmont Higher
World
China's Middle Class Shows Little Push for Political Reform
Research & Analysis
U.S. Defense Commits $450M to Elmet for Tungsten Supply Independence From China
Politics & Policy
Trump DOE Launches $16M Mining Education Push to Close China Gap
Research & Analysis
China's Offshore Trust Tax Triggers Founder Liquidations in Hong Kong Stocks
Politics & Policy
China Attacks Anthropic's AI Slowdown Push as U.S. Tactic
U.S. Equities
OpenAI and Anthropic Face $1.5T Valuation Test as Chinese AI Undercuts Pricing
Politics & Policy
Trump Open to Chinese Auto Plants if They Hire American Workers
Politics & Policy
Trump Says He'd Allow Chinese Auto Plants in U.S., Defying Industry
World
Modi and Xi to Meet as India-China Relations Show Signs of Thaw
Politics & Policy
Trump Dismisses AI Extinction Fears, Warns of Losing China Race
Macro & Rates
Micron's Taiwan Wage Push Tests 'Higher for Longer' Bond Narrative
World
China's EV Exports Hit Record as Home Sales Slump
Technology
Anthropic Blocks Chinese AI Labs From Harvesting Claude, Exposing Model Distillation as Competitive
