◎ The propaganda narratives in Xinhua lay the groundwork for Xi to agree to U.S. demands on sensitive issues like structural reform without losing face at home.
◎ Xi has pressing need to compromise, and Trump will not accept a “superficial” trade deal.
◎ Manufacturers may eventually shift out of China to Vietnam and an economically liberalized North Korea.
◎ America could have the ZTE model in mind in enforcing the trade deal.
◎ Xi could have summoned Kim to Beijing to signal cooperation with America on North Korean denuclearization and improve the odds of successful trade talks.
◎ From its establishment, Communist China has been committed to the destruction or the drastic reconstruction of the global order
◎ The 90-day trade talks, if successful, will tackle U.S. national security concerns at its root.
◎ Xi faces very high levels of political risk in the next 90 days.
◎ Xi was likely seeking a pause going into the G20. The concessions which he made to gain the pause suggests a “pyrrhic victory.”
◎ Pence’s message to Beijing was firm and clear: “The United States … will not change course until China changes its ways.”
◎ Using the Red Matrix aggressively is a double-edged sword for the CCP when the U.S. is on high-alert for CCP influence and interference operations.
◎ Xi Jinping and Donald Trump likely find it to be in their interest to hold a summit at the G20 meeting in Buenos Aires.
◎ The midterm results should have little effect on influencing the Sino-U.S. trade war.
◎ Xi may be planning to make concessions on trade, but the CCP system may not let him give up too much.