The Dividend Cafe Where Do Things Stand With China?
Nov 7, 2025
This discussion dives deep into the evolving US-China trade dynamics and the significance of recent agreements. Key elements like tariff reductions and cooperation on rare earths are highlighted, alongside uncertainties around the full deal. The impact of market discipline on U.S. policy approaches is analyzed, contrasting protectionism with market-friendly strategies. Attention is drawn to broader implications, including Taiwan's status and China’s potential role in the Russia-Ukraine conflict, leaving listeners curious about future economic outcomes.
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Annual Retreat Shows Firm Growth
- David L. Bahnsen describes The Bahnsen Group's annual Dallas retreat as a growth story from six people to about 90.
- He emphasizes obsession with client experience and building culture through the offsite.
Market Discipline Shaped Policy
- Bahnsen argues market discipline, not politics, has constrained US-China policy this year.
- He credits market reactions with reshaping administration decisions and limiting extremes.
Core Elements Of The Trade Arrangement
- Key deal elements: US cuts a 20% fentanyl tariff to 10% and China pauses rare-earth export controls for a year.
- China will buy more soybeans, oil, and LNG while NVIDIA chip sales to China expand short of full Blackwell chips.