Helen Walters

What should we be looking for?

I think it's fascinating to think about the rollout of the tariffs, which indeed seem to be kind of arbitrary and a little strange, at least to a lay person watching it.

We just saw that Jeff Bezos or Amazon are going to put a little tag on products on Amazon to denote how much of the cost is coming from tariffs.

Trump is not in favor of this plan.

What should we be expecting with consumer goods as we move forward over the next 100 days?

So given that the markets and everyone else threw up all over that policy, what is the future for that then?

How is Trump going to get himself out of this and actually towards a policy that does pay attention to the detail given that they do matter?

So you're quite right.

I do want to talk a bit more about China.

You allude to the fact that Trump seems to think that the conversations are ongoing with the Chinese officials.

I want to quote yesterday the Chinese foreign minister, Wang Yi, who was speaking to a group of foreign ministers of BRICS countries.

And he warned them with some pretty severe rhetoric or severe language.

He said, and I quote, if one chooses to remain silent, compromise, or cower,

It will only make the bully want to push his luck more.

So America is obviously playing the role of the bully in this moment.

What should we make of what is happening with China?

Obviously, we're hearing one thing, but you know what is happening behind the scenes.

Tell us what we should be paying attention to.

Tell us what's going on and tell us what's to come.

So I'm curious if you agree, because the way that you describe it there, it sounds very plausible.