Bob Davis

What are the chances that the trade war finally forces China to reorient its economy more toward consumer spending. IE improve its pensions and healthcare; provide decent returns for savers? Not high, I realize.

RT @DAlperovitch: Looks like He Weidong’s purge is now confirmed As I said last week, this one is different from prior and very significan…

RT @sobel_mark: I assume Bessent is counting on our close buddies in the EU to join us after his boss said the EU was created for the purp…

RT @ChrisCillizza: 1/ In the six national polls taken since “Liberation Day” last Wednesday, Trump’s approval rating dropped by an average…

The Chinese act as if they are a teenage girl and the guy needs to ask her out, not the other way around.

Ryan Hass @ryanl_hass

1/ Secretary Lutnick’s message is important for setting expectations. Chinese President Jiang Zemin sent a telegram of condolence to George W Bush on September 11, 2001, but beyond that, it is exceedingly rare for a PRC leader to initiate outreach to a US president. (🧵)

RT @Reuters: Across Gaza, it was estimated that 4,500 new amputees require prosthetics, according to the UN's OCHA last month. But the bloc…

Once again, this is Trump advisers talking about Trump the way they would like him to be, not how he is.

*Walter Bloomberg @DeItaone

🚨 BESSENT: U.S. COULD APPROACH CHINA AS A GROUP WITH ALLIES

RT @DeItaone: 🚨 BESSENT: U.S. COULD APPROACH CHINA AS A GROUP WITH ALLIES

RT @andrewrsorkin: This will require our allies wanting to work with us. We have managed to taunt our closest allies + we are trying to ext…

Trump is urging a kind of peaceful unification with Greenland which stands about as much of a chance of success as China’s efforts at “peaceful reunification” with Taiwan. Ar least he isn’t arming troops. https://t.co/xce3zY4tsD via @NYTimes

Fascinating piece by ⁦@RushDoshi⁩ and Kurt Campbell argues that a different version of globalization is needed to counter China’s advantage in manufacturing and tech. U.S. need to work others to pool resources to match and exceed China’s scale. https://t.co/S5PS7XhAJF

One big question is whether China is practicing asymmetric trade war tactics by selling enough bonds to freak out that market. That would mean losses for China but Beijing may think it’s worth it to remind the U.S. it has lots of weapons. https://t.co/gYpVO1n4QC

RT @NickTimiraos: One question (assuming it sticks) is to what extent the 125% tariffs on China become a tax that aren't paid because order…

RT @Trade__Talks: no, sorry, simply playing this episode in reverse will not help you understand what President Trump did today https://t.…

RT @jasonfurman: I don't think people realize that in important respects tariffs are now higher & more inflationary than what was announced…

RT @thewirechina: @LizEconomy is Senior Fellow and co-chair of the Program on the U.S., China, and the World at the Hoover Institution. In…