Sharp China: The US-China Deal One Week Later: Why Short-Term Stability Is Likely, Costs and Benefits of Escalation, and More Adventures with Nvidia
This episode of Sharp China is outside the paywall.
Show Notes:
On today’s show Andrew and Bill break down the latest deal between the US and China, beginning with details from the White House over the weekend, why the PRC is likely happy with a tactical retreat and the new status quo, and why stability is likely at least through April. From there: Why the PRC was motivated to deal despite its goals of eliminating tariffs and export controls, clarity about American pain points, questions about Congress and what comes next, and the costs of China’s strategy for the past month. At the end…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.