Alice Han

Trump visiting China in mid-May.

Remember, the summit was delayed from early April.

I just think, especially if we see an escalation in the U.S.

's involvement in Iran and the Middle East,

and the US being distracted, I don't see the US having, you know, really the attention span to do the homework before a Trump summit with Xi in Beijing.

And I don't think that the Chinese are willing to, you know, have a meeting where there isn't any meat on the bones in terms of concessions and trades, right?

So I'm a little bit skeptical about that.

And I do not think that that summit will happen in May.

And another data point that I used to reflect on this, actually two data points, is the following.

Number one, the two trade probes that have been launched by the Chinese government into America.

And number two, I believe at any point soon, there should be the completion of the agreed upon U.S.

arms sales to Taiwan.

And remember, late last year, there was a record number that agreed by Congress that was passed as part of a deal.

If that comes through from now until May, I just don't see the Chinese saying, look, we're going to have a summit right on the heels of a historically high arms sale package to Taiwan.

Okay.

Thanks so much.

I'll take that.

Maybe hopefully my probabilities are better than Trump's at this point.

I'll take that.

All right.