Trump's Tariff on China 20250413

Hello! Welcome to the 8th episode of the podcast “Peking Playbook,” featuring me (Zichen Wang), Robert Wu of Baiguan and China Translated substacks, and Johnny Zou of East8.

[3:30] Did Trump plan for all of this?

[12:42] Optimism about China-EU relationship

[21:06] Pessimism about China-EU relationship

[23:10] Will China see Trump’s sexemption for consumer electronics as a chance to soften its stance?

[27:13] Who in the Trump team can actually call the Chinese side now?

[30:31] The hope for China’s domestic demand stimulation

[35:11] What’s the right policy to boost domestic demand?

[39:58] Where does the money to boost domestic demand come from?

[47:01] Are Chinese assets in the US in danger of confiscation?

The episode was recorded on night of Saturday, April 12, ET.