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Unwind from China? Can It Be Done?
This is a subject that has come up first in the comments with the @jameslileks post “Watching the CCP Press,” and which @iWe explored further by asking “whether one would trade with Nazi Germany.” We need additional information, indeed hard data, to even begin to look at the practicalities. Some here have mandated that we somehow absolutely cease trade with China. Others (and indeed most, I should think) would argue that an absolute embargo is both undesirable, and indeed impossible in any situation short of open warfare, but that we should certainly reevaluate what we are trading with China, and how we are doing so.
But to even have that discussion we need to know something of the extent of what we buy from China (and really, from everywhere else too), and how that really affects us, otherwise, should the absolutists be granted their immediate wish and all trade cease, the results may be distinctly unpleasant. I own and run a company that manufactures electronics, and so, at least as far as electronics go, I do have rather a lot of insight into what exactly comes out of China, and whether alternatives exist. I have done a Country of Origin query on the bills of materials (BOMs) for a couple of my products, and will detail those below, and what the implications are.
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On Wednesday, Trump signed “phase one” of a China trade deal that increases agricultural exports to Beijing. Thursday, the US Senate passed the US-Mexico-Canada Agreement by an 89-10 vote.
On Friday, August 30, Trump confidently 
President Trump may not be interested in cold war with China, but cold war is interested in him. Well, at least if his fellow Republicans have any say in the matter.
The core of Trumponomics is a protectionist trade policy built on tariffs, both threatened and implemented. All of America’s largest trading partners, including allies, have been in President Trump sights. And as the president gets ready to meet with Chinese leader Xi Jinping, some analysts are wondering whether the entire US-China trading relationship will fall victim to a New Cold War.
The Dow plunged 450 points on the opening bell May 6 in response to this presidential tweet: “The Trade Deal with China continues, but too slowly, as they attempt to renegotiate. No! The 10% will go up to 25% on Friday.” Economists eye this brinkmanship fearfully. Bank of America/Merrill Lynch’s global research team, among many 
Let’s assume the Trump White House blacklisting of Huawei in effect 
Former Trump White House adviser Steve Bannon 
Recall the 2010 “
“Jaw, jaw is better than war, war” is one of those well known Winston Churchill quotes that Churchill apparently never said. (Or at least 
Phrase it whatever way you prefer. As my CNBC colleague 
The presidency of Donald Trump has been marked by a war between two totally inconsistent intellectual mindsets: his disastrous trade policy and his wise domestic policy. Let’s start with the good news first.