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中美8月27至28日举行新一轮战略沟通,中共外办主任王毅、美国安助理沙利文讨论了“安排双方元首在数周内通话”等内容。 王毅表示,顺利开展中美互动的关键是平等相待,“从实力地位出发”不是正确交往方式;沙利文同意平等相待,竞争应当是健康、公平的。 沙利文重申,美方不支持台湾独立、不支持两个中国、不支持一中一台;美国和中国将长久地在这个星球上和平共存,要找到让美中关系可持续发展的办法。 沙利文就中方“针对菲律宾正当军事活动挑起事端”表示关切。王毅说,中方将维护《南海各方行为宣言》严肃性有效性,要求美不得以双边条…
美总统国安助理8月29日见张又侠习近平。上次国安助理会见军委副主席是2016年。
张又侠要求美方停止与台湾军事勾连、停止武装台湾、停止散布涉台虚假叙事。沙利文提出了台海和平稳定、南海航行自由、中国对俄军工业基础的支持、避免网络空间的误判和紧张升级、努力达成加沙停火协议等题目。
习近平说:中美要树立正确的战略认知,首先要回答“到底是对手还是伙伴”这个“管总的问题”;希望双方相向而行,推动中美关系保持稳定,在此基础上“争取好起来、向前走”。
沙利文感谢习主席拨冗会见,重申“四不一无意”,美方无意将台湾作为遏制中国的工具。
习近平请沙利文转达问候,表示愿同拜登总统保持沟通、“为中美关系掌舵领航”。
新华社白宫



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美总统国安助理8月29日见张又侠习近平。上次国安助理会见军委副主席是2016年。
张又侠要求美方停止与台湾军事勾连、停止武装台湾、停止散布涉台虚假叙事。沙利文提出了台海和平稳定、南海航行自由、中国对俄军工业基础的支持、避免网络空间的误判和紧张升级、努力达成加沙停火协议等题目。
习近平说:中美要树立正确的战略认知,首先要回答“到底是对手还是伙伴”这个“管总的问题”;希望双方相向而行,推动中美关系保持稳定,在此基础上“争取好起来、向前走”。
沙利文感谢习主席拨冗会见,重申“四不一无意”,美方无意将台湾作为遏制中国的工具。
习近平请沙利文转达问候,表示愿同拜登总统保持沟通、“为中美关系掌舵领航”。
新华社白宫

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Spiking bond yields driving sharp losses in tech stocks

A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.

Should I buy bitcoin?

“To the extent it is used I fear it’s often for illicit finance. It’s an extremely inefficient way of conducting transactions, and the amount of energy that’s consumed in processing those transactions is staggering,” the former Fed chairwoman said. Yellen’s comments have been cited as a reason for bitcoin’s recent losses. However, Yellen’s assessment of bitcoin as a inefficient medium of exchange is an important point and one that has already been raised in the past by bitcoin bulls. Using a volatile asset in exchange for goods and services makes little sense if the asset can tumble 10% in a day, or surge 80% over the course of a two months as bitcoin has done in 2021, critics argue. To put a finer point on it, over the past 12 months bitcoin has registered 8 corrections, defined as a decline from a recent peak of at least 10% but not more than 20%, and two bear markets, which are defined as falls of 20% or more, according to Dow Jones Market Data.

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