◎ The U.S. is both winning the trade war with China and weakening the CCP regime.
◎ With the Sino-U.S. trade talks concluded, North Korea could quietly revert to a more agreeable tone.
◎ North Korea’s “shock” move is hardly surprising.
◎ Trump’s ZTE tweet suggests that our read of America and China making good progress in trade talks is correct.
◎ The Trump administration still has cards to play to keep pressuring the CCP.
◎ Should Beijing live up to its promises, the U.S. could eventually realize as much as 60 to 80 percent of its trade goals with China.
◎ Whether the coming peace talks would be trilateral or quadrilateral talks would hinge on the outcome of Sino-U.S. trade negotiations and the Trump-Kim summit.
◎ Kim’s willingness to make the closure of the Punggyeri test site public and the scrapping of “Pyongyang time” are signs that he is sincere about denuclearization.
◎ We believe that President Trump’s statements support our March analysis that the Korean Peninsula would denuclearize and progress towards peace.
◎ Kim could have to broker a deal with Xi where he exchanges his nuclear weapons for a lifting of sanctions and keeping his rule over North Korea.