China: Exemptions Are a Risky Substitute for a Truce Michael Hirson & Houze Song April 30, 2025 5:53 PM
Takeaways from our US/China/EU Dinner: Trade, Geopolitical, and Fiscal Policy Tensions Kim Wallace & Michael Hirson & Jacob Kirkegaard April 24, 2025 2:23 PM
China: How quickly can tariff de-escalation happen? Michael Hirson & Houze Song April 23, 2025 4:39 PM
China: Updated Views on Trade Tensions and April Stimulus Signals Michael Hirson & Houze Song April 20, 2025 7:23 PM
China Brief: Trade war hits macro sentiment | Preview of Q1 GDP and latest thoughts on stimulus Michael Hirson & Houze Song April 15, 2025 6:14 PM
China: Trump’s exemptions create space for de-escalation, not deal-making Michael Hirson & Houze Song April 13, 2025 7:14 PM
