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Step by Step, Is U.S. Marching into a Financial War with China scmp.com/business/marke… First, the two fought a trade war. Now, as that battlefield turns into a stalemate, the U.S. seems to be opening a second front—this time, in finance. There’s increasing chatter about

Me, Myself, and the CCP’s Collective Brain x.com/desmondshum/st… I wrote this yesterday “Philosophical Conviction Xi’s speeches are often laced with ideological and martial rhetoric, framing international struggles as moral and historical tests of strength. He frequently

Pivot Points: The U.S. Strategy to Pull Asia Away from China One key development in the ongoing U.S.–China trade war is Washington’s effort to clamp down on Chinese transshipment—the practice of rerouting Chinese goods through neighboring Asian countries to evade tariffs. In

Leave, Relocate, or Localize: The New Rules of Global Supply Chains The following viewpoints are from Huang Yiping of Digitimes, a Taiwan trade magazine. Under U.S. pressure on global trade partners and the ongoing U.S.–China tariff war, the next wave of supply chain

Tangled and Drained: How China’s Tenacles Are Bleeding America No great power has ever fed its foe like this. But the U.S. is entangled in the CCP’s web—importing their goods, investing its capital, and exporting its knowledge. •Products: Since China’s entry into the World

Quit Waving the White Flag to Beijing httpse://on.ft.com/43ZSPQd Why Xi holds a stronger hand than Trump While I could counter each of Gideon Rachman Gideon Rachman’s points in the Financial Times, the bigger issue is this: Trump’s trade stance on China is directionally

Unbridgeable: Why the U.S. and China Can’t Strike a Deal At the heart of the U.S.-China trade impasse lies a fundamental clash of objectives. China wants a deal that allows it to continue inching closer to America’s economic position—its long-term strategy of “creeping up”

Solid overview of the current U.S.-China dynamics. George Magnus offers a sharp take on the evolving tensions. themarket.ch/interview/geor…

One of the sharpest international takes on the U.S.–China rivalry. youtu.be/4aQfzDs7RzI?si… Stephen Kotkin is always brilliant when it comes to analyzing communist regimes. In this latest talk, he offers a compelling perspective on the ongoing competition between the U.S. and

Trump keeps flipping on trade: strategy or chaos I ChatGPT and found this explanation worth sharing Trump’s oscillation in trade talks can be traced back to the negotiation tactics he outlines in The Art of the Deal. In the book, Trump emphasizes unpredictability, creating

Trump appears to be descending the ladder on his own. From Beijing’s vantage point, it’s done little more than hold firm for a fortnight — and already, signs of U.S. recalibration are emerging. The thinking now: wait another couple of weeks and gauge just how far Washington is

Two Worlds, Two Threats: Europe’s Diverging View on Security Europeans are in a very different place from Americans in their strategic thinking. youtu.be/6C8MBzFoA7g?si… A recent podcast featuring two thoughtful European think tank experts — whose views closely mirror German

Outsmarting Uncle Sam: The Underground Playbook of China’s Exporters U.S. Commerce Dept. Howard Lutnick In this Chinese article online, a Chinese exporter spills the beans on how he’s dodging U.S. tariffs. wenxuecity.com/blog/202504/13… 1. Transshipment (转口贸易) •Dismantling finished

China: “We Won’t Kneel” I’ve said it all along — this trade war was built to drag, not to settle. x.com/desmondshum/st… Just yesterday, Bessent went on CNBC and said China needs to “de-escalate first,” adding that he has “an escalation ladder in [his] back pocket.” Today,

Media Misses the Mark (Again) on Trump’s Economy First, a quick econ refresher: GDP = C + I + G + (X - M) Where: •C = Consumer spending •I = Investment •G = Government spending •X = Exports •M = Imports (subtracted!) Now, here come the headlines: •NPR: “The U.S. economy

Covert Ops, Public Message In my living memory, this is the most aggressive public move by CIA against China. Two slickly produced recruitment videos have just dropped — one targeting senior CCP officials, the other aimed at their powerful yet often invisible gatekeepers:

A Recruitment Video That Echoes Like a Missile – What Washington May Not Understand About “Talking Politics” Yesterday I wrote, “It makes any hopes of a soft landing even more remote.” I want to explain why this CIA recruitment video could seriously derail U.S.–China trade