Uncle Mu's international comment is to analyze Trump's frequent statements on China.
Since China tightened its controls on rare earth exports a few weeks ago, Trump has publicly mentioned China’s increasing frequency, with new statements coming out almost every day.
For example, on October 19 and 20, Uncle Mu noticed that Trump had made two statements on China that were worthy of attention.
First, he made clear his views for the upcoming new round of talks between China and the United States.
According to a video call agreement between U.S. Treasury Secretary Bessent and China, China and the United States will hold a new round of consultations at the ASEAN Conference in Malaysia, which will have a crucial impact on the APEC meeting in South Korea at the end of October.
In this context, Trump mentioned three major topics to be discussed with China in this round of talks, namely the three cards against China: soybeans, fentanyl and rare earth.
“I want China to buy U.S. soybeans...I want China to stop the Fentanyl deal, you know, these are normal demands...I don’t want them to play rare-earth games with us.”
Take soybeans as an example. According to the data, China hasn't bought American soybeans since May, which is the time when Trump promoted the Sino-US tariff war. During the same period, our imports of Latin American soybeans surged, which made American farmers nervous and put a lot of pressure on Trump.
In the face of this move, our Foreign Ministry spokesman on October 20 responded with three negotiation demands: equality, respect and reciprocity.
This problem can be solved on this basis.
Second, Trump once again mentioned that he would visit China.
Although the Sino-U.S. economic and trade relations are now in a tense state, when communicating with the media, Trump said the Sino-U.S. relationship was smooth, his relationship with China is good, and will visit China at the beginning of next year.
His original words were: I have been invited to visit China, and I will go there sometime early next year. We have roughly made arrangements.
But Mr. Kim noted that China has never publicly mentioned this, which may also be Trump’s false voice.
And Trump confidently said, "I think we will reach an agreement."
But when asked what to do if the US fails to reach an agreement, Trump said he might threaten China with “many other things,” such as aircraft parts, because China has a lot of Boeing aircraft.
In his view, Trump’s statements about China are always so cold-heated and sometimes seem very unlogical, which in itself may be a negotiation technique or a means of pressure that confuses the outside world.
Compared to Trump's many changes, the three requirements mentioned by our Foreign Ministry, that is, the logic that the two sides should solve the problem through consultation and negotiation on the basis of equality, respect and reciprocity, reflect China's consistent position in the Sino-U.S. trade war.
If an agreement can be reached in a new round of Sino-U.S. talks in Malaysia, which will meet our three requirements, otherwise Trump may be disappointed, and his visit to China may also be variable.