With the tariff policy stagnating and Trump being forced by China, he has changed significantly in just a few days, starting to 'make more sense' in his speech.

He indicated on Air Force One that the U.S. would be 'very reasonable' about tariff negotiations, suggesting countries interested in engaging with the U.S. team to speed up contact, as after this opportunity is lost, it won't come again. After the three-month grace period ends, he will not continue to postpone tariff policies, regardless of whether an agreement is reached or not.

We also know that to calm the U.S. economic turmoil and to fully respond to China's countermeasures, the announcement of reciprocal tariffs was forced to be postponed for 90 days, retaining only a 10% baseline tariff rate.

Originally, he thought he could quickly reach an agreement with trade partners through tariffs, compelling China to concede, but the U.S. underestimated China's determination to 'stay the course'. Although the U.S. initiated the tariff war, it lacks confidence in a prolonged battle.

The Trump administration was completely unprepared for this situation, and many areas seem to be at a standstill, making the establishment in the U.S. look foolish.

There are still more than two months left in the first grace period, and the outside world is already speculating whether Trump will extend it again. Given the current erratic progress of tariff negotiations, it is difficult to reach a concrete framework even if given a few more months.

After all, the economic situations between countries and the U.S. cannot be generalized and need to be discussed separately. The demands of all parties are different, and they are not looking to cater to the U.S. They all want to wait until a winner emerges from the China-U.S. tariff war before making further plans, which invisibly increases the difficulty for the U.S. to reach an agreement quickly.

The White House itself feels the urgency of time and is preparing to use a brand new template to simplify tariff negotiations. However, no matter how much it is simplified, as long as the Trump administration's intention to blackmail the international community with tariff policies remains unchanged, it is difficult to reach any agreement.

When Trump says he will 'make sense' about the tariff issue, no one takes it seriously. He just says it, and the media just hears it.

The international community, including China, does not find Trump's verbal statements persuasive. If he truly wants to 'make sense' regarding tariffs, he should take some visible actions rather than continue to confuse the public.

To take a step back, even if Trump really starts to make sense, it would certainly be out of desperation.

By July, the 90-day grace period for reciprocal tariffs will end. If it is extended further, the United States' position will become even more passive. The first extension, although unavoidable, could still be masked with 'flexibility', but there will be no way to explain a second one.

By that time, the international community should also realize that the essence of reciprocal tariffs is that they appear strong but are weak internally. Trump has established a policy that cannot be fully implemented at all. Initially, he wanted to exert maximum pressure on trade partners, but instead, it led to severe fluctuations in the domestic financial market.

This has greatly diminished the effectiveness of tariff policies as bargaining chips.

The only way out for the U.S. at present is to strive for agreements with other countries. However, this is not so easily accomplished because the conditions put forward by the U.S. are too harsh and carry a strong 'America First' tone. Even America's closest allies are unwilling to overly accommodate.

Even Japan has turned against the U.S. at the last minute, clearly stating that it will not join the U.S.-led 'tariff alliance' to avoid offending China and damaging Sino-Japanese economic relations.

Within the White House, there are also hidden agendas. The U.S.-India trade negotiations have just reached a rough framework, and someone has leaked information to Wall Street, which has raised questions about the professionalism of the U.S. negotiation team in public opinion.

Despite the U.S. claiming 'a deal will be reached soon', the other parties are increasingly cautious, emphasizing that the agreement framework is still in a 'general discussion' phase.

Many countries have stated that the United States has not made specific demands and continues to ask for unreasonable terms, unwilling to sit back at the negotiating table honestly.

The EU has revealed to the U.S. media that all 27 member states are waiting for Trump's list of demands.

In response, the U.S. Trade Representative's Office claims that they have publicly shared the framework of the agreement with Europe multiple times.

However, from another perspective, this framework may not be what the EU wants to achieve.

As for the China-U.S. tariff war, the U.S. is indeed struggling. U.S. Treasury Secretary Mnuchin has stated that formal negotiations between China and the U.S. have not commenced, and the process will be 'very difficult', yet Trump continues to confuse the issue.

In his latest claim, he stated that he received a call from the Chinese side, but regarding when it took place and what was discussed, Trump remains vague.

China has already made it clear that there have been no consultations or negotiations regarding tariffs between China and the U.S., let alone reaching an agreement.

Some have begun to doubt that Trump is confusing low-level interactions between China and the U.S. with direct contact. Moreover, he is deliberately obscuring the timing of the China-U.S. calls, merely trying to suggest to the outside world that he can still communicate with China during the tariff war.

Trump, having been exposed by China, still stubbornly refuses to back down, indicating he is not planning to yield so soon. The underlying logic is that the loss of U.S. interests is minor, but losing face is a big deal.

For Trump, maintaining the dignity of reciprocal tariffs is a must. Consequently, the outside world should not expect him to 'make sense' during the negotiation period. What China wants now is concrete action, not some vague rhetoric.#特朗普暂停新关税