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Summary: On Friday, the White House announced what they called “Phase One” of a trade deal with China, artfully backing away from their “big deal or no deal” talk earlier in the week. I talked about the trade negotiations in two … Continue reading →

Summary: Kate Rogers wrote a piece for CNBC.com today asking Jim Chanos, Kyle Bass, and myself how to think about today’s announcement by Bob Lighthizer’s office that certain items were being removed from the new China tariff list and others … Continue reading →