Dragon Daily | May 4, 2026

Trump Visits China, the Biggest Event Recently
(1) On the agenda: Trump’s visit to China
May 14-15, Trump visits China again after 9 years
Rumors say the C-17 has landed at Dongda, Trump’s Cadillac "Beast" is in place, security advance team is in position, and the visit will not be postponed 100%
A delegation of Republican senators has already arrived in Shanghai on May 1
Trump himself also said: "This trip to China will be very exciting"
(2) Why this visit to China is so important
In 2017, during that visit, a trade deal worth $253.5 billion was signed, and both sides discussed financial opening.
At that time, Trump was confident, holding all the cards in his hand.
This time is different; he comes under pressure:
① Approval rating only 43%, Republicans might lose the House in the midterm elections in November
② Oil prices remain high, U.S. gasoline at $4.30, inflation at 3.3%, public resentment is high
③ Federal deficit of $1.9 trillion, China needs to continue buying U.S. debt
④ The U.S.-Iran deadlock has lasted two months without resolution, needing a diplomatic victory to boost morale
So this time, he must come with sincerity, likely releasing positive signals:
• Tariff easing — every meeting, the market pre-trades this expectation
• Major trade deals — energy, agricultural products, aircraft procurement lists, benefiting commodities and U.S. stocks
• Geopolitical cooling — stable relations between the two sides, easing global risk sentiment, capital flowing back into risk assets
(3) How to operate
Bitcoin can be gradually sold off
From May 7-10, the market will start trading on the expectation of the visit, and by May 14-15, see the results
If the results exceed expectations, hold on; if the positive news triggers a correction, exit this position
In one sentence: buy the expectation, sell the fact