More indications US-China talks on hold; Rec…

Happy Tuesday...from the data it looks like lots of you are enjoying a vacation in the last week of August so I will try to keep this issue a bit brief. The key things on my radar today: President Trump says now is not the time to talk with China; Monday's meeting for the 5th anniversary of the the Belt and Road clearly signals that Beijing is recalibrating the BRI to better achieve the PRC's objectives;

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