, 3 tweets, 1 min read
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I enjoy China trade articles that discuss Trump "playing a long game with China" without even realizing Trump achieved the goal months ago. Negotiations are finished. The current status was the goal. Decoupling is underway.
Everything now is controlling how the financial markets (Dow Jones etc.) respond to the decoupling.

Step-by-Step Trump has been slowly been retracting, while simultaneously not losing overall market investment wealth.
What he's looking for now is a firm $50 billion Ag purchase.

The carrot is a delay in the Dec 15th tariffs...
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