U.S. and Chinese officials met in Geneva on Saturday. The goal: reset the trade relationship.

President Trump called it a “total reset.” He said the talks were “friendly but constructive.” Negotiations will continue on Sunday.

The meeting follows Trump’s decision to impose tariffs of up to 145% on Chinese goods. China responded with tariffs of its own, up to 125%.

In 2023, only 13.8% of U.S. imports came from China, down from 21.9% in 2017.

Americans still buy many everyday items made in China.

But the pattern is shifting.

Shipments from China to the U.S. are down 21% from a year ago. Trump’s new tariffs, introduced in April, are forcing companies to rethink supply chains. This strengthens America’s position and will likely encourage more production at home.

China is adapting. It has boosted exports to Europe, India, and Southeast Asia. Overall, its exports rose 8.1% in April, beating expectations.

The shift is also visible in long-term trends.

China’s share of U.S. imports peaked in 2017 at 21.9%. It has declined steadily since Trump’s first term and was 13.8% in 2023.

The message is clear: Trade must be fair. The old rules are gone.

Trump is playing hardball. China is at the table. A new deal may be coming.

As families gather this Mother’s Day, the fight to protect American households continues—one trade deal at a time.

Below is a curated selection of recent articles from our website on U.S.–China trade.

1. American Manufacturers Overwhelmed With Orders After Trump’s Tariff Crackdown On China—Floyd Buford, DCNF

2. The 7 Tools Trump Needs To Win The Trade War With China—Miles Pollard, The Daily Signal 

3. Trump’s Life’s Work Culminates In Confronting Communist China—Josh Hammer, The Daily Signal

4. Middle Powers In The US-China Trade War—Wing Thye Woo, Project Syndicate

5. China’s Export Economy Under Trump’s Tariff Onslaught The Worst Since COVID—Floyd Buford, DCNF

6. China Is Fighting For Bigger Consumer Demand—Zhang Jun, Project Syndicate

7. How Might China Manage Trump’s Tariff War?—Shang-Jin Wei, Project Syndicate

8. How China And Vietnam “Screwed” America—Editorial Board, TIPP Insights

9. Chinese Companies Moving To Texas, Nevada To Avoid Trump’s Tariffs—Floyd Buford, DCNF

10. Here’s Why The Great Decoupling From China Is Long Overdue—Jarrett Stepman, The Daily Signal

🧠 The TIPP 10

Week Ending: May 9, 2025

🧾Top 10 Stocks Last Week

A data-driven look at the 10 biggest winners, all above $20 in price, $10 billion in market cap, and 1M in volume.

Tickers: TTD | HIMS | FTAI| ULS | ROK | MCHP | DIS| ARMK | TOST | HOOD

🔍 Top Performing Stock Last Week: TTD

The Trade Desk helps advertisers run smarter, data-driven campaigns across devices—from phones to connected TVs. Its self-serve platform powers ads you see online, on apps, and on streaming screens.

📊 Top 10 ETFs Last Week

A data-driven look at the 10 best-performing non-leveraged, long ETFs priced above $20, with over 300K in average volume and $250 million or more in assets.

Tickers: RING | IBIT|SOXX | SMH | EUFN | SOXQ| FTGC |JTEK |KBWB | PRFZ

📈 Top Performing ETF Last Week: RING

RING tracks global companies focused on gold mining, offering worldwide exposure to the gold production sector.

📅 Key Events This Week

Tuesday, May 13

• 08:30 AM ET – CPI (April)
  Measures overall inflation and influences Fed policy and consumer sentiment.

Wednesday, May 14

• 10:30 AM ET – Crude Oil Inventories
  Weekly update on U.S. oil stockpiles, offering insight into supply, demand, and price trends.

Thursday, May 15

• 08:30 AM ET – Core Retail Sales (April)
  It reflects consumer spending trends, excluding autos, which are key drivers of economic growth.
• 08:30 AM ET – Initial Jobless Claims
  Weekly snapshot of layoffs, closely watched for signs of labor market shifts.
• 08:30 AM ET – Philadelphia Fed Manufacturing Index (May)
  Gauges factory activity in the Mid-Atlantic; an early read on industrial momentum.
• 08:30 AM ET – PPI (April)
  Measures wholesale inflation and can signal future consumer price trends.
• 08:30 AM ET – Retail Sales (April)
  A broad read on consumer spending, a major contributor to GDP.
• 08:40 AM ET – Fed Chair Powell Speaks
  Markets will parse his comments for signals on interest rates and economic outlook.