HI everyone, apologies for the late delivery today, got stuck with some issues on the home front this AM. All good now... President Trump caused a bit of a stir yesterday in his press conference when he said that China has ended its Made in China 2025 program. Trump called it China 25. That comment led some to speculate that the US and China have worked out a deal and the G20 will finalize it. I think that speculation is incorrect and that it is more likely he misspoke and does not listen to his briefers...Happy to be wrong, but I would not bet on a deal right now.