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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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Reverse Ciphius and the Executive Order

In mid February, you and your partner predicted that there would be an executive order sort of banning new investments from from US into China. How has that prediction played out? What has happened since then? Well, the executive order is coming. The initial talk over the last two weeks was it was going to come before G7. Then we had Jake Sullivan meet Wang Yi, his Chinese Foreign Minister. And it seems that there were two days of substantive talks. One wonders whether President Biden will be using reverse ciphius with regard to an executive order as an elements of it as a quid pro quo.

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