On today’s show Andrew and Bill begin with July’s Politburo Meeting, including a date for the Fourth Plenum, more condemnations of “disorderly competition,” and signals that party leadership remains confident despite the tumultuous year. From there: The U.S.-China meetings in Stockholm, the latest moves from Trump to moderate on chips and possibly Taiwan, and debating a spate of reports suggesting that Trump is working toward a deal and a meeting with Xi and adopting a softer approach to China.

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Bill Bishop is the author of Sinocism

To email the show: email@sharpchina.fm

@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

July Politburo meeting; 4th Plenum set for October; US-China; AI safety — Sinocism

No drama in Stockholm; Rare Earths and Trump's China shift; Beijing floods; Ok to say overcapacity, New Shaolin Temple Abbot — Sinocism

China Politburo Holds off on Further Stimulus — Wall Street Journal

China struggles to break its addiction to manufacturing — Financial Times

Trump softens stance on China amid trade talks and summit push — Washington Post

Trump Is Shifting to Dealmaking Mode on China — Wall Street Journal

Donald Trump freezes export controls to secure trade deal with China — Financial Times

Donald Trump blocks Taiwan’s President Lai Ching-te from New York stopover — Financial Times

US cancelled military talks with Taiwan — Financial Times

EU, US to form metals alliance to counterbalance Chinese overcapacity — Reuters

Is This the Start of a U.S.-China Friendship? — Foreign Policy

Post by the Ministry of Foreign Affairs — X: @MFA_China