Part 2..
๐จ The Stakes & The Threat
The situation is described as "economic mutually assured destruction" with a 48-hour countdown, jeopardizing $1.5 trillion in bilateral trade. The text argues that the true leverage lies in China's rare earth export controls, not just the tariffs, as the US has "zero rare earth processing capacity."#CPIWatch #MarketRebound
๐ฎ Potential Outcomes
The analysis provides two probabilities for the outcome of the meeting:
60% Probability: Temporary Truce
A 90-day delay on the new US tariffs.
Chinese concessions on rare earth exports.
Result: Markets surge.
#BitcoinETFNetInflows #FedPaymentsInnovation #PowellRemarks
40% Probability: Catastrophic Escalation
Immediate $500 billion in tariff costs.
Global supply chain collapse.
Result: Global GDP falls 2-3%.