Welcome to the inaugural edition of Axios Markets. I'd like this to be a conversation, rather than a lecture, so please be in touch — email@example.com and my colleague here in New York City, Courtenay Brown, firstname.lastname@example.org.
A little about me: I'm originally from Denver but don't ski, speak four languages (English, Spanish, Portuguese and French — in that order of fluency), consider both fixed income and FX more interesting than equities, and know that Tupac Shakur is the greatest rapper who has ever lived.
#Breaking this morning:
- "New Trump administration policies aimed at curbing China’s access to American innovation have all but halted Chinese investment in U.S. technology startups." (Reuters)
- Activist investor Starboard has taken a 1.7% stake in Dollar Tree and "is pushing the retailer to sell its Family Dollar business and tweak its pricing model... At the center of the criticism has been Dollar Tree’s slow progress integrating and turning around Family Dollar, which it bought for $9 billion in 2015."(WSJ)
- A top Chinese official "unexpectedly attended the first day of talks aimed at resolving the trade dispute between the world’s two biggest economies... China had previously said the talks would be led by a lower-ranking official." (Bloomberg)