The Economic Fallout from Trump’s China Tariffs | Shehzad Qazi
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In Episode 411) of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi of China Beige Book about the impact Trump’s China tariffs are having on the U.S. and Chinese economies and prospects for a grand bargain. Demetri and Shehzad discuss:

The material impact that the trade war has had thus far on both economies

The companies and sectors most likely to be impacted, as well as those best positioned to weather the storm

The respective performance of each country’s currency and stock market

Explanations for the punctuated sell-off in U.S. Treasuries

China’s action plan to revitalize domestic consumption

Demetri also asks Shehzad about Trump’s stated desire to “do a deal with China,” what such a deal would look like, how big it could be, and what concessions either side is prepared to make in order to get it done. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe). If you’d like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe). If you enjoyed today’s episode of Hidden Forces, please support the show by:

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Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io). Join the conversation on Facebook), Instagram), and Twitter) at @hiddenforcespod Follow Demetri on Twitter at @Kofinas) Episode Recorded on 04/16/2025