China Morning Missive II
What can only be described as a complete turnaround on China in a single day could be very telling. What I’ve not yet added is how there’s been zero commentary within #China about how it is the Beijing power players are thinking about the issue of US trade.
The point remains though. The entire Trump team, including the President himself, is out there publicly in what can only be described as pulling back from the abyss.
Might this all be some sort of 4D chess play? Maybe. Then again, I am far more inclined to go with Occam’s Razor here. The answer to the about-face on trade with China is simply the understanding that China is the producer for nearly everything the US consumes. Cutting the supply off, almost entirely I might add, is set to (1) lead to higher prices for all manner of goods and/or (2) a vast reduction in the overall supply of goods on the shelves of American retailers.
If you thought American’s lost their mind when eggs prices surged earlier this year, think what the reaction would be if they walked into Walmart and found that the shelves were barren.
https://www.bloomberg.com/news/articles/2025-04-23/trump-says-he-ll-be-very-nice-to-china-in-trade-talks?utm_source=website&utm_medium=share&utm_campaign=copy
prc30 / Peter Alexander
npub1yy…4kawc
2025-04-23 02:53:01
Author Public Key
npub1yy3uc7y85faxy5cwq8f574yda3j9457p7r9h2ymlkwlx6lp8f4vsy4kawcPublished at
2025-04-23 02:53:01Event JSON
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"content": "China Morning Missive II\n\nWhat can only be described as a complete turnaround on China in a single day could be very telling. What I’ve not yet added is how there’s been zero commentary within #China about how it is the Beijing power players are thinking about the issue of US trade. \n\nThe point remains though. The entire Trump team, including the President himself, is out there publicly in what can only be described as pulling back from the abyss. \n\nMight this all be some sort of 4D chess play? Maybe. Then again, I am far more inclined to go with Occam’s Razor here. The answer to the about-face on trade with China is simply the understanding that China is the producer for nearly everything the US consumes. Cutting the supply off, almost entirely I might add, is set to (1) lead to higher prices for all manner of goods and/or (2) a vast reduction in the overall supply of goods on the shelves of American retailers. \n\nIf you thought American’s lost their mind when eggs prices surged earlier this year, think what the reaction would be if they walked into Walmart and found that the shelves were barren. \n\nhttps://www.bloomberg.com/news/articles/2025-04-23/trump-says-he-ll-be-very-nice-to-china-in-trade-talks?utm_source=website\u0026utm_medium=share\u0026utm_campaign=copy",
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