trumpxi

🇺🇸🇨🇳 Dia 2 da Cúpula Trump-Xi: Foco em Negócios de Energia
Oficiais dos EUA levantaram a possibilidade da China comprar mais energia americana após os presidentes Trump e Xi terem conversado em Pequim na quinta-feira.
Desenvolvimentos chave:
· A Casa Branca afirmou que Xi demonstrou interesse em comprar mais petróleo dos EUA para reduzir a dependência da China do Estreito de Ormuz – pelo qual flui cerca de 30-40% do suprimento energético da China.
· O Secretário do Tesouro, Scott Bessent, disse à CNBC que a produção de petróleo do Alasca seria uma combinação "natural" para as compras chinesas.

TRUMP EM PEQUIM: CUMPRIMENTO DE ESTABILIDADE, NÃO AVANÇO
Trump está em solo chinês. A delegação é massiva. A agenda está cheia. Mas não confunda presença com concordância. Este é um cúpula sobre gerenciamento de tensões – não sobre resolvê-las.
A AGENDA – EUA "5B" vs CHINA "3T"
Prioridades dos EUA:
- Boeing: mais de 500 jatos 737 MAX – maior pedido da história possível
- Agricultura: soja, carne bovina, carne suína – compromissos esperados
- Bolsa de Mercadorias: novo mecanismo bilateral – anúncio provável
- Envio de GNL: primeiro carregamento direto em 16 meses – chegando em junho

Good morning. Here's what you need to know before the bell.
🇺🇸🇨🇳 Trump Lands in Beijing Today
President Trump departs for China this morning, landing this evening for his first state visit since 2017. The agenda: Iran, Taiwan, trade, and AI. Notably absent from the 16-CEO delegation: Nvidia's Jensen Huang – a clear signal on AI chip restrictions.
🇮🇷 Iran's Ultimatum
"Iran is ready for a fair deal – but accept our plan or face consequences," Tehran's chief negotiator warned. Trump called the proposal "a piece of garbage." The ceasefire is on life support.
📊 Hot CPI Changes Everything
April CPI hit 3.8% (vs. 3.7% expected) – the hottest since May 2023. Markets now price ZERO rate cuts in 2026. Some analysts whisper about a hike.
Market reaction:
· S&P 500: -0.84%
· Nasdaq: -1.71%
· Bitcoin: $79,904 (-2.5%)
· 10-year yield: 4.46%
🗳️ CLARITY Act Vote Tomorrow
Senate Banking Committee votes Thursday at 10:30 a.m. ET. Polymarket odds at 73%, but ethics provisions and stablecoin yield language remain unresolved. Passage is not guaranteed.
🇯🇵 BOJ Watch
Japan's government warned the BOJ to consider corporate funding risks before any June rate hike. Swaps market still sees a 75% chance of a hike on June 16.
The bottom line: Inflation is back. Rate cuts are off the table. Trump is in Beijing. Iran talks are stalled. Markets are repricing risk. Thursday's vote could move crypto.
Stay sharp.
$BTC
#cpi #TrumpXi #CLARITYAct #BOJ #Iran

🇺🇸 🇨🇳 Trump Departs for China Today
President Trump departs for Beijing today (May 13-15) for his first state visit to China in nearly a decade, accompanied by 16 top CEOs including Elon Musk (Tesla) , Tim Cook (Apple) , Kelly Ortberg (Boeing) , and Larry Fink (BlackRock) .
Agenda includes
· Iran: Trump will push Xi to pressure Tehran into a ceasefire deal, with the US President stating the current truce is "on massive life support"
· Trade: Discussions on tariffs, agricultural exports, and technology transfers
· Taiwan: Xi is expected to raise US weapons sales to the island
· Jimmy Lai: Trump says he will raise the jailed Hong Kong publisher's case
The visit comes as Beijing confirmed that China suspended retaliatory tariffs on US soybeans, pork, and beef, while the US paused certain port fees .
🇮🇷 🇺🇸 Iran-US: Trump Rejects Tehran's Response
Totally Unacceptable" – that's how President Trump described Iran's formal response to the US peace proposal, delivered via Pakistani mediators over the weekend .
Latest developments:
· Iran's Foreign Ministry spokesperson Esmaeil Baghaei accused Washington of "destroying" nuclear talks, stating Tehran now wants to prioritize ending the war and reopening the Strait of Hormuz ahead of nuclear discussions
· Israeli Prime Minister Netanyahu held a call with Trump on Sunday to coordinate on Iran's enriched uranium stockpile
· A fragile ceasefire remains in effect, but Trump gave it roughly "a one per cent chance" of surviving
· The UK and France are preparing a multinational meeting on securing shipping routes through the Strait
Regional activity: The Qatari LNG carrier Al Kharaitiyat successfully transited the Strait of Hormuz over the weekend, the first since the war began, heading to Pakistan's Port Qasim .
🇯🇵 BOJ Hawks Pushing for Rate Hike "Soon"
The Bank of Japan released its April meeting summary overnight, revealing a significant shift among policymakers .
Key findings:
Three of nine board members explicitly pushed for an interest rate hike at the April 27-28 meeting
· One member stated: "It is quite possible the BOJ will raise interest rates from the next meeting onward, even if the future course of the Middle East conflict remains unclear"
· Another called for accelerating the pace of hikes "without hesitation" if inflation risks rise
Timeline: The BOJ kept rates at 0.75% in April but sharply raised inflation forecasts due to surging oil prices from the Iran war. The next meeting is June 15-16 .
Meanwhile: Japan's Finance Minister Satsuki Katayama confirmed after a meeting with US Treasury Secretary Scott Bessent that the two nations are "reaffirming close cooperation" on currency moves, though she declined to comment on the possibility of a June rate hike .
🇺🇸 Senate CLARITY Act: Ethics Deadlock Threatens Thursday Vote
The Senate Banking Committee released the 309-page CLARITY Act draft ahead of Thursday's markup vote, but an ethics provision could sink the bill .
What's in the bill:
1:1 reserve backing for stablecoins (cash or short-term Treasuries) – effectively banning algorithmic stablecoins
· $10 billion cap for state-chartered stablecoin issuers before mandatory federal supervision
· Protections for developers who don't control customer funds from being treated as money transmitters
· Clear SEC vs CFTC jurisdiction for digital assets
The holdup: Senator Kirsten Gillibrand (D-NY) has stated she will not support the bill without ethics restrictions on federal officials profiting from crypto ventures while in office. This is widely seen as targeting President Trump's crypto holdings, including the Official Trump (TRUMP) memecoin and World Liberty Financial's USD1 stablecoin .
Bank opposition: The American Bankers Association continues to warn that the bill could encourage deposits to move from banks into stablecoins, weakening lending capacity .
Market reaction: Circle closed up 17% on Monday. However, the TRUMP token fell 3.7% to ~$2.35 overnight .
Vote: Thursday, May 14 at 10:30 AM ET.
US Inflation Hits 3.8% – Crypto Sells Off
The US Consumer Price Index (CPI) report for April showed inflation running at 3.8% , above consensus expectations .
Market reaction:
Bitcoin fell below $80,000 overnight, trading at ~**$79,900** (down ~2.5%)
· Ethereum dropped to ~$2,260 (down ~3.3%)
· XRP fell ~3.8%, Solana down ~4.4%, Dogecoin down ~3.3%
· MarketVector Digital Assets 100 Index hit a daily low of 15,730 points (down 2.4%)
Why it matters: The hotter inflation print dampens expectations for near-term Federal Reserve rate cuts, reducing the appeal of speculative, non-yielding assets like cryptocurrencies .
📈 Quick Markets Snapshot
Asset Price Change (24hr)
Bitcoin (BTC) ~$79,900 -2.5%
Ethereum (ETH) ~$2,260 -3.3%
Gold (spot) ~$4,710/oz -0.1%
Brent Crude ~$106/bbl +0.5%
US Dollar Index ~98.20 flat
📅 What to Watch Today (May 13)
Trump arrives in Beijing for Xi summit (May 13-15)
· Senate CLARITY Act amendments due (end of Tuesday)
· BOJ rate speculation continues ahead of June meeting
· Iran-US diplomatic channel – monitoring for any breakthrough
#TrumpXi #BOJ #Iran #USInflation #ClarityAct

Grandes novidades, família macro – Trump acaba de anunciar que a China terá acesso ao petróleo venezuelano, tudo por causa de seu "relacionamento positivo" com o presidente Xi. Sem drama, sem exclusões – diplomacia energética direta. Essa mudança já está agitando as coisas. Resumo rápido 👇
🌎 O que Aconteceu
Trump confirmou que Pequim não será excluída das enormes reservas da Venezuela. Em vez disso, laços fortes entre os EUA e a China abrem a porta para importações chinesas – uma mudança total de sanções rígidas para negociações.
🧠 Por Que Isso Importa

Por que #USChinaDeal de repente está no top-10 no Square? O que isso pode significar para BTC e altcoins nas próximas semanas?
Enquanto o mercado se corrige ($BTC -1.24% hoje), muitos discutem #USChinaDeal — e não é à toa: a hashtag disparou nas tendências, embora não tenha havido grandes anúncios após a ligação de fevereiro entre Trump e Xi. Todos aguardam a cúpula de abril em Pequim (primeira semana de abril, segundo Politico e SCMP) — isso pode ser um passo importante para uma maior estabilidade nas relações das duas maiores economias.