This week on China of Tomorrow, Liqian Ren covers the latest U.S.-China trade developments following the tentative agreement to reduce tariffs. She breaks down what each side has conceded, how markets are responding, and why this deal may be more tactical than transformative. Listen now to understand the implications for Chinese equities and what investors should watch for next.

U.S.-China Agree to Cut Tariffs: Here’s What Comes Next

In what investors thought was going to be a nice start to a weekend in May got turned around with a late Friday announcement that Moody’s had just downgraded the U.S. long-term credit rating. This week on Basis Points, Kevin Flanagan provides context for investors and explains why the move was expected, aligns with past ratings, and ultimately won’t shake Treasuries’ global dominance. 

Basis Points: 1/100th of 1 percent. 

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

Putting a Downgrade in Perspective

The U.S. Treasury market had a volatile week, as Moody’s downgraded the U.S. credit rating and lawmakers advanced a major fiscal policy bill. This week on Basis Points, Kevin Flanagan explains why investor attention has turned to long-duration debt and what it signals about concerns over deficits and debt sustainability.

Basis Points: 1/100th of 1 percent. 

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary

A Global Aversion for Long Duration

As global demand softens and trade tensions simmer, can China successfully pivot from export-driven growth to building stronger local markets? This week on China of Tomorrow, Liqian Ren explores how Chinese companies are navigating a shifting global landscape. She unpacks the pressures of evolving regulations and what these changes mean for the broader economy and global investors.

Local Growth, Global Headwinds

From the back-and-forth headlines on tariffs to Powell’s cautious Fed messaging, investors face a summer of policy-driven volatility. This week on Basis Points, Kevin Flanagan is joined by Samuel Rines, Macro Strategist of Model Portfolios to unpack the latest developments in tariffs, tax bills, and Treasury markets, and explain why staying grounded in fundamentals is more important than ever. 

Basis Points: 1/100th of 1 percent.  

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Trump, Powell & Rates: Tariffs On, Tariffs Off

Munis are the only major U.S. fixed income sector delivering negative returns in 2025, down 1.1%. This week on Basis Points, Kevin Flanagan analyzes why this underperformance may actually present a rare value opportunity for muni investors against this backdrop. 

Basis Points: 1/100th of 1 percent.  

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Municipals: Relative Value in U.S. Fixed Income

What does the latest turn in U.S.-China relations mean for your portfolio? This week on China of Tomorrow, Liqian Ren breaks down China’s newest inflation and export data, highlights how Chinese manufacturers are rerouting supply chains through Southeast Asia, and explains why rare earth minerals may be Beijing’s strongest card at the negotiating table. With state visits in the works and tensions rising, Liqian shares what investors should watch and why these developments could ripple across global markets.

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

China of Tomorrow: Rare Earths, Trade Routes, and the Real Stakes in U.S.-China Talks

 On this week's episode of Dollars & Sense, we dive into two hot financial topics that could impact your wallet and your future investments! 

Model Portfolios: Did you know assets in model portfolios surged to a record $8 trillion this year? Find out the pros and cons of these pre-packaged investment options and why you need to ask your financial advisor the right questions to truly know what you own. Are these portfolios helping you grow your money—or just serving the institutions? 

529 College Savings Plans: There's groundbreaking news on the horizon! Proposed expansions could allow 529 funds to cover more educational expenses, from tutoring fees to curriculum materials and even SAT tests. Learn how these changes may offer greater flexibility and reassurance for parents and grandparents saving for their loved ones' education. 

💡 Key Takeaways: The importance of understanding your investments, the potential pitfalls of one-size-fits-all solutions, and how new legislative changes could reshape education savings plans. Whether you're a savvy investor or a concerned parent, there's something for you in this episode! 

🎧 Tune in now to stay informed and make confident financial decisions. Your money matters! 

Are Model Portfolios Serving You? Plus, Exciting Changes for 529 College Savings Plans!

China is pivoting from infrastructure-heavy stimulus to targeted consumer support, but will it be enough to sustain growth? This week on China of Tomorrow, Liqian Ren breaks down Beijing’s evolving playbook, from service-sector subsidies to the political sensitivities shaping its response to U.S. actions in the Middle East. Listen now to hear how domestic policy and global dynamics are reshaping China’s economic path.

China’s Economic and Global Shift

On top of all the geopolitical headlines the money and bond markets have had to contend with of late, there has been another news story which has recently garnered its own fair share of headlines: a new Fed Chair. This week on Basis Points, Kevin Flanagan gives his take on the conjecturing happening related to this possibility.

Will the Next Fed Chair Lurk in the ‘Shadows’?

Dollars & Sense with Joel Garris of Nelson Financial Planning is Central Florida's longest-running radio program. Joel is a CERTIFIED FINANCIAL PLANNER, a Certified Financial Fiduciary and a former corporate attorney who changes lives through successful planning.

Visit www.NelsonFinancialPlanning.com or call 407-629-6477 to schedule a free one on one conversation.

Offering securities through Nelson Ivest Brokerage Services, Inc, Member FINRA, MSRB & SIPC. Please note that these broadcasts are intended for general informational purposes only as individual situations may vary. The views expressed are those of the speaker and are subject to change at any time. Statements made should not be relied upon as a recommendation or solicitation. When discussed, past performance is no guarantee or indication of future results.

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

Welcome to the China of Tomorrow podcast, hosted by WisdomTree's Director of Modern Alpha, Liqian Ren. Tune-in now to discover our on-the-ground insights and high level analysis on emerging markets from China to India and Beyond.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Liquian Ren is a registered rep of Foreside Fund Services, LLC.

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