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Trade War

Trade War

Newsletter 267 - July 6, 2025

Dexter Roberts
Jul 06, 2025
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Trade War is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Welcome to the 267th edition of Trade War.

First a notice: I am traveling to China and will be staying for several weeks, and Trade War is taking a hiatus. Expect the next full issue on August 10. See you all then.

A trade war quid pro quo loosening has begun, as rare earths finally flow and US allows chip design software exports to China. American ethane and jet engines start being shipped to China too.

US signs Vietnam trade deal with tariffs on transshipment. And China strikes back with warnings to other countries considering similar curbs.

China’s services sector activity falls to a nine-month low. And faced with a declining birth rate, China will begin to offer cash handouts to families to have children.

Notable/In depth ~

  • New book alert: “Ghost Nation: The Story of Taiwan”

  • The return of Pekingology under Xi Jinping

On to the news ~

What do we got in the news particularly on the trade front? We're starting to see both sides make concessions in a clear quid pro quo.

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