China's Economic Strategy Amid Trade Conflict

Thursday, June 12, 2025 - 10:00AM to 11:00AM
China and the US are talking again, after the first phone call between Presidents Trump and Xi since Trump took office. But the path toward a substantive trade agreement is strewn with boulders. China has made clear it will only accept a deal that gives it concrete gains, and that it will play hardball to get there — as it showed with its rare-earth export curbs. Trump has yet to explain what he wants from China, and has to manage the conflict in his team between those that want a deal and those that want more decoupling. Join Arthur Kroeber and Andrew Batson for a discussion of how China will handle the trade talks, what it will do to support its economy, and how seriously we should take its policy pivot towards more consumption-led growth.
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