Geopolitical Alpha by Papic Marko; Drobny Steven;

Author:Papic, Marko; Drobny, Steven; [Papic, Marko]
Language: eng
Format: epub
Publisher: John Wiley & Sons, Incorporated
Published: 2020-10-13T00:00:00+00:00

The constraint framework strongly favors the first scenario.

President Trump's Phase One deal is a giant concession to the multipolar nature of the world.30 So is his tweet on February 18, 2020, blasting a proposal by his own government to curb US sales of jet engines and other aviation components to China. Trump's reasoning for railing against his own documented antitrade preference:

We're not going to be sacrificing our companies … by using a fake term of national security. It's got to be real national security. And I think people were getting carried away with it. I want our companies to be allowed to do business. I mean, things are put on my desk that have nothing to do with national security, including with chipmakers and various others. So, we're going to give it up, and what will happen? They'll make those chips in a different country or they'll make them in China or someplace else.31

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