

“No Deal is Free” - Trump & China Agree to 90 Day Tariff Pause
May 13, 2025
A recent 90-day pause on tariffs between the U.S. and China has sparked a significant stock market rally. Experts discuss whether this is a tactical win or a strategic misstep. The complexities of U.S.-China economic relations unfold as the panel examines potential missed opportunities for lasting changes. Concerns about the trade deficit and the political implications of such deals add another layer to the conversation. Meanwhile, small businesses grapple with the repercussions of these trade dynamics.
AI Snips
Chapters
Books
Transcript
Episode notes
Tariff Pause Spurs Market Rally
- The 90-day tariff pause between the U.S. and China caused a significant market rally driven by positive sentiment.
- This pause is not a full trade deal, rather a temporary measure, causing mixed expectations on lasting impact.
Tariffs Impact on Prices
- Tariffs on Chinese goods were lowered significantly, benefiting American producers and consumers in the short term.
- Some major U.S. companies like Walmart reported stable prices despite tariffs, challenging claims that tariffs hurt consumers.
China’s Concessions Behind Scenes
- China likely conceded to the tariff pause, reflected in behind-the-scenes tariff exemptions granted to critical industries.
- China’s economic pressures and dependency on U.S. imports influenced their willingness to pause tariffs.