What the Market May Be Missing About Trump's Trade "Strategy" With China

Geopolitical Change and Risk Not Priced into Markets - Rising Risk of a Nasty Surprise

US-China Trade Tensions: Crisis Deferred, No Real Resolution

World Trade Outlook: Cyclical Outlook Solid but Structural Threats Rise Further

A China-US Trade Deal Could Happen but that May Not Be Good for Asia

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

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Economic Policy and Strategic Advisors

Macroeconomics

<p>In the run-up to Vice-Premier Liu He’s visit to the US to discuss the two countries’ trade disputes, each side has been sounding tough while also hinting at a willingness to compromise:</p><ul><li>
<strong>President Trump asked the US Commerce Dept to ease up on sanctions against ZTE</strong>, in deference to a direct plea from President Xi. The unprecedented action by a US President to change an enforcement action by a US agency suggests that the US administration does not want to burn its bridges with China by causing one…</li></ul>

In the run-up to Vice-Premier Liu He’s visit to the US to discuss the two countries’ trade disputes, each side has been sounding tough while also hinting at a willingness to compromise:
President Trump asked the US Commerce Dept to ease up on sanctions against ZTE, in deference to a direct plea from President Xi. The unprecedented action by a US President to change an enforcement action by a US agency suggests that the US administration does not want to burn its bridges with China by causing one…

Mixed Messages from the US-China Trade Negotiations - What Is Trump Doing?