White House National Economic Council Director Larry Kudlow on the U.S.-China trade talks where recontact has been established and now officially restarted. As noted, President Trump is in no hurry; the status-quo is leverage in our favor. Additionally Director Kudlow discusses the potential benefits of the USMCA trade deal and whether the Federal Reserve should […]
Nailed It – Navarro Discusses U.S.-China Trade Re-engagement: “Seven Prior Chapters Now Starting Point”…
Excellent news from White House manufacturing policy advisor Peter Navarro as he discusses the re-engagement in U.S. and China trade discussions. Great INFO. You won’t see this interview highlighted by MSM. As we anticipated the prior 150 page agreement negotiated by USTR Robert Lighthizer and Vice-Premier Liu He, previously dismissed by Beijing after three months […]
Trump and Xi G20 Meeting Saturday – U.S. Position: “No Concessions” – Sad Panda…
Sometimes we just read and think; sometimes we just read and laugh. This is the latter. China continually looks at President Trump and the U.S. trade position through the wrong prism. Those around Chairman Xi genuinely seem to be incapable of understanding a U.S. President who independently represents long-term U.S. larger interests, and simultaneously leverages […]
Magnanimous Panda Departs Pyongyang After “reinforcing the traditional friendship between China and North Korea”…
The money quote from Chinese Chairman Xi Jinping in the role of magnanimous panda as he departs Chairman Kim: “This visit has achieved complete success in reinforcing the traditional friendship between China and North Korea”…Kim remains hostage, and Xi highlights his captive capabilities in advance of the G20 ‘expanded’ meeting with President Trump in Osaka, […]
There It is – Chairman Xi Jinping Announces Magnanimous Panda: DPRK Hostage Release is “Correct Direction”…
As we noted on Day #1, if we watch how Beijing scripts the messaging we should be able to identify if Chairman Xi Jinping is taking the dragon approach toward his captive Kim Jong Un, or if Xi would instead reshape the geopolitics by announcing his release of Kim as a hostage: The magnanimous panda […]
Alliances – Tokyo Electron Will Not Provide Semiconducter Equipment to Trump Blacklist Chinese Clients…
There’s always a larger geopolitical dynamic when you assess the economic alliances that President Trump puts together…. Always and underlying plan… Sometimes it just takes time to surface. As we have noted, even going back to 2017, Japanese Prime Minister Shinzo Abe always appeared to be the fulcrum for President Trump’s Indo-Pacific strategy. Remember the […]
The “Big Club” Fights Back Against Trump Tariffs – Senate Republicans, Paid by U.S. CoC, Prepare to Mount Assault…
CTH has been fully immersed in the battle against the Chamber of Commerce Decepticons for so long we have to be careful of our language. This battle is the heart of Wall Street’s war against MAGA Main Street. Republican senators from Mitch McConnell’s ‘decepticon caucus’ are now warning President Trump they will fully engage in […]
Mexico President Lopez-Obrador Enlists Support from ‘Big Club’ Chamber of Commerce (Dohonue)…
Details of Beijing Reversal Surface – China Said: ‘trust us’ – USTR Lighthizer said: ‘go spit’…
USTR Robert Lighthizer has filed the official notification with the federal register for the increase in Section 301 tariffs from 10% to 25% effective Friday (full pdf below). Additionally Reuters has exclusive details of the collapse in U.S-China trade talks. As most CTH readers are aware, Lighthizer has focused heavily on the enforcement mechanisms within […]
USTR China Tariffs – Federal Register Notification…
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