- Trump will say China begged for more time and the threat of tariffs are working
- Trump wants (needs) this issue for 2020 - regardless of the deal, some voters will say its weak soup - better for Trump to secure a deal in this second term
- This is more proof of the conscious uncoupling US-China style
- The negotiations are more about the next 15-20 years and not the next 15-20 months. Talks are focused on how will the US and China engage in the strategic industries of the future
- Team Trump is a coalition who see China as a winner take all battle, populist vs. nationalist and freedom vs. slave = big, big, big stakes
Enjoy the ride and plan accordingly.