China’s EV Battery Sector Caught In Trump’s Trade War | The China Show 7/18/2025

From Bloomberg Markets and Finance.

“Bloomberg: The China Show” is your definitive source for news and analysis on the world’s second-biggest economy. From politic s and policy to tech and trends, Stephen Engle and Yvonne Man give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.

Chapters:
00:00:01 – Bloomberg: The China Show opens
00:04:40 – TSMC raises 2025 outlook in AI boost
00:09:33 – UBP’s Anitza Nip on fixed income markets
00:14:36 – What to watch in Greater China today
00:15:55 – US to impose 93.5% tariff on Chinese graphite
00:24:17 – Georgetown University’s Jacob Feldgoise on China’s chip
00:32:16 – US Congress passes stablecoin bill
00:37:00 – Bessent set to meet with Ishiba in Japan
00:45:16 – TSMC hikes 2025 sales growth projection
00:53:58 – Waller says Fed should cut rates now
00:57:35 – Alert: China’s commerce minister speaks in Beijing
00:58:59 – Japan’s June Core CPI rises 3.3% Y/Y; Est. 3.4%
01:05:31 – China’s bank stocks are the top gainers this year so far
01:06:37 – Japan inflation stays elevated ahead of elections
01:08:11 – Goldman Sach’s Michelle Cheng on China consumption trends
01:16:22 – Trump tariffs shake up China’s factory floors
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