On today’s show Andrew and Bill begin with July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of “disorderly competition,” and signals that party leadership remains confident despite the tumultuous year. From there: The U.S.-China meetings in Stockholm, the latest moves from Trump to moderate on chips and possibly Taiwan, and debating a spate of reports suggesting that Trump is working toward a deal and a meeting with Xi and adopting a softer approach to China.
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Bill Bishop is the author of Sinocism
To email the show: email@sharpchina.fm
@SharpTechPodcast Channel — YouTube
@Stratechery Channel — YouTube
July Politburo meeting; 4th Plenum set for October; US-China; AI safety — Sinocism
No drama in Stockholm; Rare Earths and Trump's China shift; Beijing floods; Ok to say overcapacity, New Shaolin Temple Abbot — Sinocism
China Politburo Holds off on Further Stimulus — Wall Street Journal
China struggles to break its addiction to manufacturing — Financial Times
Trump softens stance on China amid trade talks and summit push — Washington Post
Trump Is Shifting to Dealmaking Mode on China — Wall Street Journal
Donald Trump freezes export controls to secure trade deal with China — Financial Times
Donald Trump blocks Taiwan’s President Lai Ching-te from New York stopover — Financial Times
US cancelled military talks with Taiwan — Financial Times
EU, US to form metals alliance to counterbalance Chinese overcapacity — Reuters
Is This the Start of a U.S.-China Friendship? — Foreign Policy
Post by the Ministry of Foreign Affairs — X: @MFA_China
