(Preview) A 90-Day Pause, Big Tariff Reductions and What De-Escalation Might Mean for the U.S. and China
09:32 Share

Get all episodes of Sharp China, Sharp Tech, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.

Bill Bishop is the author of Sinocism)

On today's show Andrew and Bill gather on short notice with reactions to Monday's news of a deal between the U.S. and China to significantly reduce tariffs for ninety days, while establishing a formal dialogue mechanism to discuss trade and economic issues. Topics include: Why a pause made sense for both sides, Trump's reference to the PRC and its "non-monetary barriers," the wins and opportunities that the PRC may see after the past several days, and the risks to the U.S. side as the rest of the world processes the past six weeks of policy choices.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

Surprise US-China trade de-escalation; Rare earths; National security white paper; China-Latin America Forum in Beijing — Sinocism)

Surprise U.S.-China Trade Deal Gives Global Economy Reprieve — Wall Street Journal)

Trump Says China Agreed to Roll Back Non-Tariff Barriers — Bloomberg)

Who blinked first? How the US and China broke their trade deadlock — Financial Times)

US-UK trade deal squeezes China supply chains — Financial Times)