#27. Tariff war - Week 2

Welcome to another collaboration episode between Baiguan,

Pekingnology

’s

Zichen Wang

and

East8

’s Johnny Zou.

Highlights

[3:30] Did Trump plan for all of this?

[12:42] Optimism about China-EU relationship

[21:06] Pessimism about China-EU relationship

[23:10] Will China see Trump’s “electronic exemption” as a chance to soften its stance?

[27:13] Who in the Trump team can actually call the Chinese side now?

[30:31] The hope for China’s domestic demand policies

[35:11] What’s the right policy to boost domestic demand?

[39:58] Where does the money to boost domestic demand come from?

[47:01] Are Chinese assets in the US in danger of confiscation?