Panda Plays: China Lowers Auto Trade Tariffs – The Dance Continues….

Early this morning China transmitted and interesting tweet position that was/is a transparent display of their panda mask. In essence the panda play was a call for team USA to drop the zero-sum outlook and seek a win/win. Given the historic nature of Chinese negotiations the tweet was rather funny. However, it does highlight the dance.
Additionally, a few hours later President Trump tweeted about ongoing U.S-China trade discussions and something to watch for:
Moments ago we received the first indications of Chairman Xi’s panda play:

(Via Wall Street Journal) China agreed to reduce tariffs on U.S. autos to 15%, down from 40% currently, during a phone call with U.S. officials that opened the latest round of trade talks aimed at settling a trade dispute festering between the world’s two largest economic powers, according to a person familiar with the matter.

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U.S. Chamber of Commerce Threatens Trump USMCA Deal – Eliminate Steel/Aluminum Tariffs or No Support…

CTH has never hidden our disgust for the corrupt lobbying enterprise known as the U.S. Chamber of Commerce, and their President Tom Donohue.  No internal organization in modern history has done more to harm American workers and American industry than the U.S. Chamber of Commerce.  Their fraudulent and corrupt enterprise is a toxic threat to our economy.
Today the U.S. Chamber of Commerce issues a statement denouncing the trade strategy of the Trump administration and announcing their lobbying support for the USMCA trade agreement is contingent upon the removal of Steel and Aluminum tariffs.

As the Washington Times writes: “The Chamber had previously complained that the deal’s language limiting protections for investors and stiffening of the “rules of origin” for when autos can be duty-free were problematic.”  Put another way: Wall Street is angry their multinational constructs are not supported, and protecting U.S. workers from the predatory nature of global outsourcing is bad for their controlled market schemes.
Ultimately, Donohue’s biggest complaint -revealed by historic review- is that his organization didn’t get to write the USMCA trade agreement and were stopped from selling their special interest carve-outs to their corporate clients.
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Sunday Talks: IMF's Christine Lagarde Discusses Global Economy in Era of Trump…

I hope y’all are hanging in there with me today because each of these Sunday posts is essentially an audio-video chapter in one singular book.  A stunningly deep book that explains the entire purpose of Trump from his/our perspective.
Here is an absolutely perfect, and in many ways jaw-dropping, interview with the head of the International Monetary Fund Christine Legarde.   It would be easy to write 10,000 background words on this singular interview alone. Decades of advanced globalist monetary/trade policy -vs- the recent uprising in economic nationalism.  THAT is the significant backstory at work here.
As her homeland France erupts in turmoil, elitist Legarde represents the personification of why those flames are present.  Freedom -v- Serfdom, with messaging from a control agent of the cloistered class.  However, here’s the stunner… pay real close attention at 04:34 of this interview where Legarde outlines the analysis (IMF economic model) where the IMF is forecasting U.S. GDP growth….  what number does she share?  WATCH:


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Did you hear that?
3.7% GDP growth for the U.S. is projected by the international financial community [global bankers].   This is the head financial liberal for the global elitist class admitting Trump has more than doubled the growth rate of the U.S. economy in two years.   Remember, simultaneous to this, when adjusted for inflation, the rest of the world is stagnant to shrinking in the same measure.
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Sunday Talks: USTR Robert Lighthizer -vs- Margaret Brennan…

President Trump is the first U.S. President to confront Beijing directly -head on- and the Chinese respect him immensely for it. It is an inherently adversarial relationship; but it is also a conflict where opponents respect their enemy because the outcome is victory or death. Ultimately, this, from the perspective of China, is a zero-sum contest.
President Trump is also the first U.S. President to: (1) understand how the red dragon hides behind the panda mask; and (2) be willing to directly confront that dynamic. That’s where U.S. Trade Representative Robert Lighthizer comes in.


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Ambassador Lighthizer is willing to go to the mattresses because he knows that ultimately his kids future, and his bosses’ grand-kids future, are entirely dependent on victory.  Freedom or serfdom, those are the alternatives.  Yes, this is that big a deal.  The biggest of all big deals (pun intended) in the last century.
There is also no doubt in my mind that President Trump has a very well thought out long-term strategy regarding China.
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Sunday Talks: Peter Navarro -vs- Wall Street Sales Lead…

President Trump’s MAGAnomic trade and foreign policy agenda is jaw-dropping in scale, scope and consequence. There are multiple simultaneous aspects to each geopolitical policy objective; however, many have been visible for a long time – some even before the election victory in November ’16.
Maria Bartiromo has a view that stems from 30-years of Wall Street economic advocacy. Bartiromo reflects the most common frame of reference for almost all financial punditry. [Orange-Man-Bad-Tariffs] This perspective stems from the era when Wall Street’s economy was sold as the only model possible for the future of the U.S.  In short they were taught that a U.S. manufacturing and production economy was gone, and the only viable economic model was the “service driven economy”.  Bullshit!
In this interview U.S. Trade Council Director Peter Navarro is affirming policy to the benefit of Main Street not Wall Street. There is an inherent disconnect and conflict.


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The words from Peter Navarro will come as no surprise to any CTH reader who is fully engaged and reviewing the multi-trillion stakes, within the Globalist (Wall St.) -vs- Nationalist (Main Street) confrontation.
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Sunday Talks: Larry Kudlow -vs- Swamp Guardian Wallace…

CTH cannot emphasize enough that the epicenter of all political motives and intents, as they directly relate to President Trump, comes down to money.  There are trillions at stake within the geopolitical economic system.  Everyone has a vested interest. Every player has a stake in the outcome. Washington DC, in its modern form cannot survive if the larger global economic policies of President Trump are successful.
In other countries the terms “bribery” and “corruption” are used to describe the exact same processes that Washington DC calls “lobbying”.  Underline this fundamental truism. Pin it on your bathroom mirror for a constant reminder. The framework under every domestic policy and legislative agenda initiative boils down to the economics.


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I’m going to post three or four Sunday interviews surrounding international trade, international finance, and global economics.  As you watch each of them, and contemplate the narrative therein, it is a.b.s.o.l.u.t.e.l.y critical to remember the multinational Wall Street financial agenda is to STOP Trump.
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All The Right Moves – Fiat Chrysler Opening Jeep SUV Plant in Detroit…

Background first:  There’s a massive shifting of manufacturing in the auto-industry and President Donald Trump is at the center of it.  The USMCA trade agreement is the newly constructed Trump fulcrum underneath the structure of all auto manufacturing.  POTUS Trump has shifted the location of this fulcrum through auto-tariffs; and the final determinations therein are still ongoing.
On Tuesday, POTUS invited the EU auto executives to the White House.  No doubt Trump, the executive businessman, was seeking to understand their position on how the EU crew will comply with a 75% USMCA rule of origin…. and feel-them-out over what leverage he could apply (tariff threshold) to enhance their manufacturing relocation decision.

Example: With tariff at 2.5% they won’t move anything just pay the duty; however at 10% or higher they might move engine building or transmission building to North America etc to get inside the rules of origin threshold.  Trump was likely exploring the Mercedes, VW and BMW perspectives while Angela Merkel was gnashing her teeth… “curse you villian”.
President/Businessman Trump is setting up a future for high-wage U.S. manufacturing workers.  POTUS is in apex predator mode… the combination of USMCA and tariff possibilities are like blood in the water surrounding: Dr. Dieter Zetsche (Mercedes), Dr. Herbert Diess (VW), and Dr. Nicholas Peter (BMW); while Trump asks questions.
Mike Manley the new CEO of Fiat Chrysler wants nothing to do with that scenario.  He ain’t about to get in the water.  Swimming with Trump? Oh, hell to the no:
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White House Trade Adviser Peter Navarro Discusses G20 Dinner Between U.S. and China…

White House trade adviser Peter Navarro appears on Fox Business to discuss the possibility of trade deals between the U.S. and China.  Navarro explains the Buenos Aires dinner meeting and how Chairman Xi outlined his position on three buckets of U.S. concerns.
Charles Payne is going bananas because he doesn’t understand what happens in the space between two different sets of economic policy benefactors:  Wall Street and Main Street.
Wall Street is going to lose ground; period.  Their financial interests are dependent on retaining the status-quo multinational/global economic systems.  President Trump is supporting Main Street over the interests of Wall Street.  Stocks that are centered on U.S. blue-collar companies, domestic benefits, will grow; all other multinational stocks will not.


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Treasury Secretary Steven Mnuchin Discusses China and U.S. Economic Outlook…

Treasury Secretary Steven Mnuchin appears with Fox Business Maria Bartiromo for an extended interview on multiple current economic aspects. Economic Security is National Security. There are three segments.
Secretary Mnuchin discusses: the agreement between President Trump and Chairman Xi for immediate shifts within the U.S-China trade relationship, and the anticipated immediate deliverables; the USMCA agreement; the auto industry and the overall economy.


Segment two and three below:
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Panda -vs- Dragon: President Trump Tweets The Dynamic…

Within the dynamic of the U.S -vs- China trade confrontation, CTH noted the Wall Street (globalist) multinationals would likely go bananas.  There are trillions at stake and President Trump is confronting three decades of financial influence from the corporate lobbyists.   To the angst of Wall Street, POTUS Trump tweets the dynamic:
President Trump has been brutally consistent for more than three decades on his intent and purpose with the Chinese.  President Trump is the first U.S. President to understand how the red dragon hides behind the panda mask.
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