Fourth Plenum; China pushing for all tariffs to be removed before phase one deal?; Business environment
The Politburo met today and the official readout informed us that the Fourth Plenum will start next Monday and run four days until October 31.
There are some interesting (crazy?) rumors about possible personnel changes at the Plenum next week. I am not convinced by any of them, and so will not repeat them here. I expect more of a boring meeting, with th…