Sharp China with Bill Bishop The Unraveling is Accelerating; Post-Escalation Options for the PRC; Trump Goals and EU Possibilities; Another Maddening TikTok Development
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Apr 9, 2025 The podcast dives into the escalating U.S.-China trade war, highlighting staggering tariffs and China's potential responses. It explores the impact on major companies like Apple and the intricacies of international relations. Additionally, discussions touch on the EU's opportunities following a significant call between leaders, the political ramifications of TikTok negotiations during the Trump administration, and an investigation into a prominent Chinese official's son. The episode wraps up with a blend of serious analysis and light-hearted anecdotes.
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Trade War Peril
- The U.S.-China trade war escalation is dangerous for the relationship.
- High tariffs threaten the linchpin of U.S.-China relations, increasing volatility.
China's Limited Options
- China has limited options to counter U.S. tariffs.
- Devaluation or attacking U.S. companies won't significantly change the situation.
Chairman Rabbit's Predictions
- Chairman Rabbit, a minor princeling and former research assistant to Ezra Vogel, suggested potential PRC responses.
- His WeChat post, citing sources, listed actions like suspending fentanyl cooperation and banning U.S. films.