Beijing To Stop Buying US Treasuries?; Big Study Campaign Kicking Off; Guo Wengui Gets A New York Times Magazine Story; IBM's China Cloud Plans Derailed By Pressure On Wanda

Good morning from unfrozen Washington DC. To follow on yesterday’s comment, I think the forced termination of the Huawei-AT&T deal significantly raises the likelihood that a major US consumer electronics firm with meaningful operations in China will be smacked down at the first sign of a real US-China trade war.

Beijing assumes the US government is so p…

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