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Guess Who’s Coming…

Someone is coming to the United States next week.  Can you read this tweet and predict who it is?… Seriously, given that we have watched this dynamic play out, over-and-over, for more than two years,...

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U.S-China Trade Discussions Going No-where by Design – Expect More Trump...

Despite Wall Street headline writers trying to frame an opposite reality, President Trump has no disposition toward making a trade deal with China.  Conversely, China has no intention of changing the...

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President Trump Executive Order Announcement and Press Conference – Video and...

Earlier today President Trump held a White House event to sign an executive order on Transparency in Federal Guidance and Enforcement. [Details Here and Here] In addition, President Trump took numerous...

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Treasury Secretary Mnuchin Press Conference on Sanctions for Turkey and China...

Earlier today Treasury Secretary Steven Mnuchin held a press conference at the White House to announce a new executive order constructed by the Trump administration that would deliver economic...

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Analysis – President Trump and Vice Premier Liu He Announce “Phase One” Trade...

Lots of dragon-dancing with a very hungry panda. President Trump, U.S. Trade Representative Robert Lighthizer and Treasury Secretary Mnuchin gathered with their Chinese counterparts in the Oval Office...

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Steve Bannon Discusses the Corruptive Influence of China Upon Capitalism…

Steve Bannon is at his best when he explains how the Chinese Communist Party (CCP) use their power in economics -against the capitalist view of profit- to erode the values of western companies and...

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Jumpin’ Ju-Ju Bones – CNBC Finally Gets It – A Stunned Jim Cramer: “Trump’s...

Hat Tip OverTheMoonbat for making sure we didn’t miss this segment from last week.  This video also explains why Larry Kudlow, Secretary Mnuchin, Secretary Ross and Peter Navarro have tended to spend...

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Chinese Commerce Ministry Requires Phased Tariff Roll-back to Advance any...

There is a lot of banter amid the punditry class of trade and finance watchers surrounding a statement from Chinese Commerce spokesman Gao Feng claiming that U.S. and China negotiators were discussing...

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IMF: “U.S. Removing Tariffs on China Will Improve Global Economy”…

The International Monetary Fund (IMF) has a statement out today that underlines why so many global forces are against President Trump: “there are trillions at stake”. (Reuters) – An interim U.S.-China...

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President Trump Impromptu Presser Departing Joint Base Andrews –...

President Trump held an impromptu presser prior to departing JBA for Alabama.  This is one of those mini-pressers that reveals important aspects to the *direction* of the U.S-China trade discussion...

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Chinese State Councillor Wang Yi: “There is no way out for the zero-sum games...

I can’t stop laughing…. just too darned funny.  CTH has long outlined how President Trump has taken the decades-long panda-mask game/approach of Beijing and mirrored it right back upon them.  Today...

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President Trump China Strategy: Death By a Thousand Paper Cuts…

The New York Federal Reserve made a quiet admission two days ago that was missed by almost all financial media.  In the NY Fed economic blog they admitted everyone was wrong, President Trump’s 2017...

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President Trump Signs “Hong Kong Human Rights and Democracy Act”…

The act that President Trump signed today is a law that requires the U.S. to review all of the democracy issues within Hong Kong to assess whether any Chinese violations to Hong Kong autonomy are...

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Beijing Yanks DPRK Chain – North Korea Envoy: “denuclearization is already...

China controls North Korea; essentially as a proxy province.  As a result Beijing controls the messaging from the DPRK.  Chinese Chairman Xi Jinping is the captor and North Korean Chairman Kim Jong-un...

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Brilliantly Played – President Trump and USTR Lighthizer Present “Phase One”...

It is exactly as we thought it would be.  There are multiple interests, nuances in details, a completely overlooked big picture, and the financial pundits are flummoxed. CTH has followed the granular...

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USTR Releases Summary “Fact Sheet” Outlining U.S-China Phase One Agreement…

U.S. Trade Representative Robert Lighthizer has released a two-page summary fact sheet [pdf link here] outlining the “Phase-One” agreement in principal.  From research into the material the principal...

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Rare Interview – U.S. Trade Ambassador Robert Lighthizer Explains “Phase One”...

USTR Robert Lighthizer made a rare appearance in the media to discuss the “big picture”, and some specifics, around the U.S-China phase-one agreement. Ambassador Lighthizer notes the principle...

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President Trump Tweet Signals Ongoing Hostage Negotiations…

An interesting tweet from President Trump today with a clearly coded message to North Korean Chairman Kim Jong-un.  Within the message President Trump notes an ongoing dialogue with Chinese Chairman Xi...

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China’s Communist State Council Promises to Offset Economic Slowdown…

Perhaps the status of the economy in China is even worse than many have suspected.  An interesting public statement from their State Council today highlights a promise by China to support jobs during...

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President Trump Announces Date for Signing U.S-China Phase-One Trade Agreement…

Earlier today, via Tweet, President Trump announced the ‘phase-one’ agreement between the U.S. and China will be signed January 15, 2020. As U.S. Trade Representative Robert Lighthizer previously...

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