Sharp China: ‘Moderately Loose’ and Cautiously Stimulating; Nvidia Under Investigation; Broadening Export Bans; A TikTok Verdict and a Trump Prayer
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On today's show Andrew and Bill begin with the latest messaging from Beijing on efforts to stimulate the economy in 2025 and beyond. Topics include: Politburo language that echoes 2008, muted reactions from the mainland markets, why the ultimate policy decisions may not be made until the PRC has more clarity on Trump's intentions, and more. From there: Nvidia finds itself at the center of an antitrust probe, while the PRC restrictions on critical minerals are broader than initially thought, and drone components are now…
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