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April Politburo meeting; Trade "struggle"; PRC tariff exemptions; Confusing talk of talks; Did PRC officials visit the US Treasury?
The Politburo held its April meeting today, and the topic was the economic situation, as it usually is at the April meeting. I have provided a full…
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Bill Bishop
1
Talks or no talks?; Rare earths; Xi meets Kenyan president; Negative list
The fog of the US-China trade war thickens. On Thursday in Beijing, both the Ministry of Commerce and the Ministry of Foreign Affairs said currently…
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Bill Bishop
3
Trump team signals possibility of lower tariffs on PRC goods; Xi on climate; China working the EU; China-Russia financial sanctions evasion
Administration officials then said that the US would not cut the rates unilaterally, but no one has yet articulated how they are going to get the…
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Bill Bishop
1
Sharp China: Bessent and an ‘Unsustainable’ Path; Making Sense of Hourly Madness; The PRC’s Message to the World; A Note on Canada
Listen now | Show Notes: On today’s show Andrew and Bill begin with Tuesday’s signals that the Trump administration may seek to deescalate its trade…
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Bill Bishop
50:41
US again signals desire for a China trade deal; More limits on rare earths-related exports to US; Myanmar; JD takes on Meituan
PRC Minister of Finance Lan Fo’an will be in DC for part of this week to attend the World Bank meetings, so perhaps there could be a meeting, but if…
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Bill Bishop
Appeasement of the US is not an option; Wang Yi on Xi's trip; Private economy law; More pilots for service sector opening
Of course China will push back on any efforts to force other countries to reduce trans-shipments of PRC goods and lessen their reliance on PRC supply…
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Bill Bishop
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…
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Bill Bishop
7
59:36
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…
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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…
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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…
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Bill Bishop
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…
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Bill Bishop
1:06:08
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…
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Bill Bishop
3
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