Brothers, don’t sleep yet, starting May 13th, “The Expert” will be visiting us for three days. This isn’t a simple matter; let me break down the “flow” behind it for you.

First, in trade, it’s just two words: tug-of-war.
He wants us to buy more soybeans and airplanes, helping him suppress inflation; we want stability, avoiding export bottlenecks.
In the end, it’s likely we’ll sign a few small agreements, saving face, but to completely resolve the trade war? No way, that’s just a dream.
Now, looking at the Middle East and Iran, this gets interesting.
Currently, the people in the Strait of Hormuz are causing trouble, oil prices are jumping wildly.
The “Expert” is feeling uneasy; he needs us to pressure Iran, so their oil prices don’t go through the roof.
We also don’t want the global economy to collapse; everyone has a tacit understanding — stability first.
The most sensitive issues like chips, rare earths, and Taiwan — how to break this deadlock?
It’s simple: everyone plays their own part.
They say one thing, do another behind the scenes, making small concessions, just enough to keep the scene under control.