Trade War

Newsletter 320 - Oct. 11, 2026 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 320th edition of Trade War. Europe-China trade war averted for now with agreement on hybrid auto exports. EU Trade Commissioner says multiple products given low tariff access to China market, including olive oil and footwear.

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Newsletter 319 - Oct. 4, 2026 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 319th edition of Trade War. Taiwanese officials visit US after Xi-Trump summit. Xi threatens to “resolutely crack down on ‘Taiwan independence’ separatist forces,” in National Day speech. Washington releases details on tariff cuts for $60 billion in US and China goods but still has no date for implementation.

Welcome to the 318th edition of Trade War. Trump outdoes himself with gushing praise for Xi Jinping at Washington summit. Two leaders say they plan to meet twice more this year, at APEC in Shenzhen and again at the G20 in Florida. And more details on the latest US-China trade agreement expected Monday. US-China trade war truce extended for only two months. China has agreed to buy at least 10 million metric tons of American coal annually in 2027 and 2028, according to White House.

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Get more from Dexter Roberts in the Substack app Available for iOS and Android

Welcome to the 317th edition of Trade War. Why not to expect much from the Trump-Xi meeting. China’s confirmation delay negotiation tactics. And Trump to roll out red carpet for China’s leader with an airport greeting ceremony and state dinner. More purchase promises as well as a tariff truce extension and new tariff reductions likely during Xi visit. But progress on securing China’s cooperation on Iran, rare earths and AI doubtful.

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Get more from Dexter Roberts in the Substack app Available for iOS and Android

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 316th edition of Trade War. Inflation inches up by 0.8% in August, the first rise in four months. Food prices up but real inflation drivers are Iran War and global AI buildout. And new restriction on property presales to hit already strapped local government finances and curb domestic demand.

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Get more from Dexter Roberts in the Substack app Available for iOS and Android

Editor's Note: To celebrate Labor Day, I have unlocked this entire week's Trade War for all free subscribers. Enjoy this premium edition of China news. And watch your inbox tomorrow—I'll be sending out a limited-time holiday discount for those looking to join our paid inner circle. Welcome to the 315th edition of Trade War. G20 meeting statement expresses deep concern about the “distortions” of Chinese exports.