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Howard Lutnick discusses the Trump administration's strategic approach to trade, tariffs, economic growth, and national competitiveness, highlighting potential 5-6% GDP growth in 2026 through targeted policies in manufacturing, pharmaceuticals, semiconductors, and reducing government fraud.
A comprehensive discussion with Jay Shambaugh, former Treasury official, examining China's economic challenges, US trade policy, and the potential impacts of tariffs on global economic dynamics.
A deep dive into China's accelerating push for self-sufficiency in trade, its massive trade surplus, and geopolitical tensions involving Taiwan, Japan, and the United States, highlighting China's growing economic and strategic influence.
Michael Pettis discusses the economic imbalances in China, arguing that the country's excess savings and low consumption have led to massive manufacturing overcapacity, which is now being exported and causing deflationary pressures globally, potentially triggering a fundamental restructuring of international trade.