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59:36
Sharp China: The Fog of the Trade War Continues; US Restricts Nvidia Sales to the PRC; Jensen Huang Heads to Beijing; Rare Earths and Supply…
On today's show Andrew and Bill return to discuss the state of the trade war two weeks after “Liberation Day” and the imposition of a 145% tariff rate…
 • 
Bill Bishop
7
Xi visits Vietnam, Malaysia and Cambodia; US-China; Nvidia CEO in Beijing; Wailing American peasants; Ukraine
Nvidia CEO goes to Beijing - Last week Nvidia thought it had avoided a ban on exporting H20 chips to China after a $1 million dinner at Mar a Lago. But…
 • 
Bill Bishop
1
Hitting Hollywood; Mao as symbol of resolve; Export controls conference; EU-China talks; He Weidong
FT reports He Weidong under investigation - Demetri at the Financial Times cites five sources in reporting that Central Military Commission Vice Chair…
 • 
Bill Bishop
3
Trade war whiplash; Central conference on work related to neighboring countries; Premier meeting on economic situation; No H20 ban
I believe that means he raised the tariff rate by another 21% on China, and then hours after the post he said he did not think he would need to raise…
 • 
Bill Bishop
1:06:08
Sharp China: The Unraveling is Accelerating; Post-Escalation Options for the PRC; Trump Goals and EU Possibilities; Another Maddening TikTok…
On today's show Andrew and Bill return to discuss the intensification of the US-China trade war, including tariffs of 104% beginning on Wednesday, the…
 • 
Bill Bishop

Recent posts

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As the additional 50% US tariffs go into effect will the bottom fall out of the US-China relationship?
Between the 104% tariffs added since January 20th and the ones from the previous two administrations, many PRC goods are now taxed at somewhere around…
 • 
Bill Bishop
3
Trump threatens 50% more tariffs on PRC; Trouble for Liu He's son; TikTok
President Trump earlier today threatened to increase US tariffs on imports from the PRC by another 50% unless China “withdraws” the 34% tariff increase…
 • 
Bill Bishop
3
April 7 People's Daily on responses to US tariffs 集中精力办好自己的事 增强有效应对美关税冲击的信心
On Saturday the Chinese government released a statement of its “position opposing U.S abuse of tariffs” and People’s Daily will run a commentary in the…
 • 
Bill Bishop
9
China responds to US tariffs
So much for my speculation yesterday that perhaps the PRC would wait until the end of the three-day Tomb Sweeping Festival holiday to respond to the US…
 • 
Bill Bishop
2
Reaction to tariffs; TikTok deal chatter; Fitch downgrades PRC; Alleged Filipino spies arrested
There were only rhetorical reactions to the new tariffs on Thursday. It is certainly possible that the three-day Tomb Sweeping Holiday (清明节) that runs…
 • 
Bill Bishop
US tariffs; Strait Thunder 海峡雷霆-2025A Exercise concludes; Improving price governance mechanisms; Politburo shuffle
President Trump announced he is adding a 34% tariff on most imports from China. I believe this new round is on top on the 20% he added for Fentanyl, so…
 • 
Bill Bishop
1
Exercises around Taiwan; President Lai depicted as a parasite; Wang Yi in Moscow talks "reverse Nixon" and US "extortion"; TikTok deal
TikTok US deal may be decided Wednesday - Multiple US media are reporting that President Trump’s TikTok deal team will present him with a final proposal…
 • 
Bill Bishop
1
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