Trump Signaling a Quick Resolution for China Trade, Says Evercore ISI

The transcript discusses the ongoing trade negotiations between the US and China, focusing on potential paths and responses to tariffs. It highlights the Trump administration's strategy to resolve issues quickly, concerns over China's Made in China 2025 policy, and the US's Plan B targeting intellectual property and transshipping problems. The discussion also touches on the broader implications for domestic manufacturing and the role of North Korea in these negotiations.

What are the two possible paths identified regarding tariffs?

• Increase or decrease in tariffs

• Immediate imposition or delay

• Negotiation or withdrawal

• Complete removal or doubling of tariffs

What is the Trump administration's stance on the timeline for resolving trade negotiations with China?

• They prefer a long-term resolution

• They want a short-term resolution

• They are indifferent to the timeline

• They have not expressed any preference

What is one of the fundamental issues the US wants to address in negotiations with China?

• Tourism policies

• Intellectual property rights

• Environmental regulations

• China's military expansion

How does the US plan to address China's industrial policy?

• By collaborating with other countries

• By ignoring it

• By targeting and making implementation more expensive

• By seeking direct concessions

What external factor might influence the trade negotiations between the US and China?

• The global oil prices

• The European Union's stance

• The Middle East conflict

• The North Korea situation