The Inversion Investor

The Inversion Investor

BESSENT'S WEEKEND DATE: NATO (NOT ADVANCED - TALK ONLY)

Peter Pham's avatar
Peter Pham
May 07, 2025
∙ Paid
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This publication understands more about what’s going on in trade relative to both the US and China combined.

This why today Bessent had to clarify China’s no action - talk only weekend date.

Yet, the market spiked higher for what?

Talking?

China’s NATO (No Action - Talk Only)

Peter Pham
·
May 7
China’s NATO (No Action - Talk Only)

Bessent's comments are indeed generating significant market reactions. The perception that he "reads" China in a particular way will likely prove that China's approach this weekend amounts to NATO ("No Action, Talk Only").

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It should be clear. Everyone is just wasting time away.

Because they think they are doing ‘art of the deal’.

There…

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