A Tsinghua-linked ex–intelligence analyst says Beijing could live with U.S. tariffs set above allied rates to clinch a near-term Trump–Xi understanding and avoid a broader rupture. That would shift tariffs from bargaining chips to semi-permanent guardrails in a managed rivalry, rather than something to be fully unwound.
— If tariffs become the stable price of détente, firms and allies must plan around entrenched protectionism and a normalized U.S.–China partial decoupling.
Thomas des Garets Geddes
2025.09.01
100% relevant
Da Wei’s claim that China could 'settle for a tariff level significantly higher than the rates currently agreed by America’s allies,' paired with April’s 'temporary' 143% counter-duties.
← Back to All Ideas