Dear Readers, It’s Thinking Time! This week, we do a deep dive into Bessent’s strategy to isolate China from the rest of the world and what we can expect from the fallout of such a move, especially in the face of President Trump throwing down the gauntlet as he stated, “we may want the world to choose between us and China.”
TBL Thinks is our way to summarize the most important paywalled, longer reads relevant to global macroeconomics, helping you cut through the noise. With that in mind, please enjoy.
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Thursday, April 17, 2025
TBL Thinks: Trade War Wages On
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