Sarah Stewart

In this discussion, Sarah Stewart, CEO at Silverado and former senior U.S. trade negotiator, shares insights on the recent Trump-Xi trade meeting. She highlights why the agreements are likely a temporary truce rather than a lasting deal, citing China's historical record of unmet commitments. The conversation dives into the U.S. gains on soybeans, the geopolitical impact of China's export controls on rare earths, and the risks of escalation if China fails to comply. Stewart also emphasizes the importance of multilateral deals to strengthen U.S. leverage against China.