Tapas Strickland
speaker
3,313 appearances
30 recordings
1 series
first heard Sep 2024
last heard Aug 2025
Tapas Strickland’s voice in public audio — every appearance, attributed to the second.
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Appearances
But at least uh he's still saying that there's some scope for escalation if uh the Chinese authorities choose not to negotiate here.
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And I guess on the China
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Chinese side, um uh there was a uh a press conference uh yesterday and that suggested that there was no negotiations happening.
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And indeed there was some accounts that are closely tied to uh Chinese state policy makers and uh just noting that a refusal to negotiate, mocking um and publishing um uh sorry, m mocking some of the US uh talking points and also publishing a revisit of Mao's on protracted war.
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So that al
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Your points to little desire to concede little ground as as yet from the Chinese authorities.
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that's right.
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I think uh the shipping data peaked in early April.
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So it usually takes what twenty to forty days to sail a ship.
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Uh and so all that stuff will start to be seen uh in the US from the end of April, so right now into mid May.
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And uh not only the port of Los Angeles but also the port of Seattle also reporting very low um vessel traffic at the moment.
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So it does look like that's gonna start to hit the shelves.
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Um President Trump had met uh the heads of the major listed
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Retailers recently.
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So uh seemingly the administration is well aware of those uh points there, but uh it looks like it will be increasingly reflected in the harder e economic data from here.
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And there had been that divergence between the very, very soft economic data, and we can talk about the latest bit in terms of the Dallas Fed manufacturing index in a second, and uh har hard data that had been relatively resilient to date, but it's more the case that it's just
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Taking a little bit of time for that to be reflected in the harder e economic data and we get some pretty uh important data points this week and perhaps that will start to show some of the trade and tariff uncertainty here in terms of activity.
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Yeah, yeah.
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That's a a very big shock hitting the uh US manufacturing sector and being picked up in all regional surveys, particularly the Dallas Fed one.
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Uh and also the the prices anecdotes on the prices series were also very, very elevated.
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Showing 1281–1300 of 3,313 · page 65 of 166
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