◎ America prioritizing its relations with the ROC over the PRC is a return to the post-WWII, pre-Nixon state of affairs.
◎ The CCP appears to be gambling that U.S. domestic elections play out in a manner that allows it to avoid a consequential clash with America.
◎ The new U.S.-EU trade agreement, while still being finalized, would likely come to be seen as a watershed in Trump’s effort to rebuild the global order.
◎ The timing and tempo of the U.S. strategies is vital to ensure mission success.
◎ What we are seeing from Beijing and Pyongyang is textbook communist regime negotiation tactics.
◎ Xi is posturing for the moment, but future action depends on U.S. action.
◎ We believe that a full-blown Sino-U.S. trade war is the catalyst that would set China on the path of tremendous change.
◎ We examine the “worst-case scenario” of what the implementation of U.S. tariffs might mean for America, China, and North Korea.
◎ Trump could still press ahead with tariffs or reduced tariffs on June 15 if there is a lack of mutual trust between the two sides.
◎ We predicted in March after Kim met Xi in Beijing that North Korea would denuclearize and a peace treaty to end the Korean war would be signed.