One of the things I think that could be most exciting for us and also for China, is that we're trying to open up China,
We have the confines of a very, very strong deal with China. But the most exciting part of the deal...that's the opening up of China to U.S. business,
Remember it's an armistice not a peace treaty - and the tariffs are still at these levels worse than we had before,
Let's be honest, the market knows this script by heart: Trump escalates. Markets tumble. Back-channels open. China blinks. A deal gets made. Risk rallies,
The fog has lifted - for now. Whether this cycle brings more sustainable upside or just sets up the next tantrum remains to be seen,
Both sides have endured a good deal of economic pain and they can still endure a little bit more,
Further tariff reductions will be difficult and the risk of renewed escalation persists,
There are no winners in tariff wars or trade wars,
Sure, it will continue to try to leverage the upheaval in Washington’s trade policy by presenting itself as a beacon of stability and predictability,
I think it validates Beijing’s view that it was correct to take a dark view of U.S. intentions — and prepare for the eventuality of a second trade war with the policies it has pursued in the years since the first trade war
They believe it is precisely the moment to set the relationship with China’s neighbors — particularly those that they worry have grown too close with Washington — on more advantageous terms,
There is continuity here in this region — with Japan, the Philippines, Taiwan, Australia,
Both sides, the U.S. and its Asian partners, are trying to silo off their defense and security relationship from the trade and tariff environment,
Certain countries have been strengthening their military alliances in the Asia-Pacific, courting regional partners, forming exclusionary ‘cliques’,
The Asia-Pacific region has become a focus of contestation between major powers,
Despite yesterday's tariff agreement between the United States and China, global trade conditions are still marked by considerable uncertainty,
They had a deal pretty much from the beginning,
I've been busy, but I've enjoyed it because we're getting things accomplished. We're getting things done,
The return of the US market is largely attributed to China's resolute countermeasures. Standing firm has earned us the respect and the orders we deserve,
The results of any future negotiations will ultimately be determined by how each side leverages its power and economic resilience."