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Where Do Things Stand With China?

Where Do Things Stand With China?

Update: 2025-11-07
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Today's Post - https://bahnsen.co/47ogHOD


US-China Trade Deal Updates & Insights from The Bahnsen Group Annual Retreat


In this week's episode of Dividend Cafe, host David Bahnsen reports from The Bahnsen Group's annual retreat in Dallas, Texas. He highlights the team's dedication to client experience and shares updates on the significant US-China trade deal. The discussion covers recent agreements between the two nations, including tariff reductions, market commitments, and cooperation plans. Bahnsen reflects on how market discipline has influenced policy decisions and gives insights on the potential economic impacts. Looking ahead, he hints at a forthcoming evaluation of the AI CapEx bubble burst in the next episode.


00:00 Welcome to Dividend Cafe


00:06 The Importance of Our Annual Retreat


01:41 US-China Trade Deal Overview


05:06 Key Elements of the Trade Agreement


10:18 Implications and Future Prospects


18:43 Conclusion and Upcoming Topics


Links mentioned in this episode:
DividendCafe.com


TheBahnsenGroup.com

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Where Do Things Stand With China?

Where Do Things Stand With China?

The Dividend Cafe - The Bahnsen Group