Newsletter — September 26, 2026

Who’s Following Who?

China's Chairman Xi Jinping and President Trump meeting at the White House

Wang Chuanfu, CEO of BYD, was in Washington this week with China’s Chairman Xi Jinping. Back in January President Trump threatened Canada with 100% tariff for daring to deal with China. Carney pressed ahead and just eight months later, Beijing is at Trump’s table, with the world’s largest EV maker in tow. Who’s following who?

Cheers, Dave Haberman

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