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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…
11 hrs ago
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Bill Bishop
43
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April Politburo meeting; Trade "struggle"; PRC tariff exemptions; Confusing talk of talks; Did PRC officials visit the US Treasury?
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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…
Apr 24
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Bill Bishop
8
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Talks or no talks?; Rare earths; Xi meets Kenyan president; Negative list
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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…
Apr 23
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Bill Bishop
54
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Trump team signals possibility of lower tariffs on PRC goods; Xi on climate; China working the EU; China-Russia financial sanctions evasion
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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…
Apr 23
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Bill Bishop
35
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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…
Apr 22
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Bill Bishop
58
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US again signals desire for a China trade deal; More limits on rare earths-related exports to US; Myanmar; JD takes on Meituan
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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…
Apr 21
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Bill Bishop
9
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Appeasement of the US is not an option; Wang Yi on Xi's trip; Private economy law; More pilots for service sector opening
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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…
Apr 18
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Bill Bishop
39
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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…
Apr 18
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Bill Bishop
8
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Xi visits Vietnam, Malaysia and Cambodia; US-China; Nvidia CEO in Beijing; Wailing American peasants; Ukraine
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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…
Apr 11
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Bill Bishop
19
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Hitting Hollywood; Mao as symbol of resolve; Export controls conference; EU-China talks; He Weidong
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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…
Apr 10
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Bill Bishop
56
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Trade war whiplash; Central conference on work related to neighboring countries; Premier meeting on economic situation; No H20 ban
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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…
Apr 9
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Bill Bishop
45
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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…
Apr 9
•
Bill Bishop
17
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As the additional 50% US tariffs go into effect will the bottom fall out of the US-China relationship?
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