Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home News Macro

The ‘Busan Freeze’: How Trump Quietly Abandoned His Tough-on-China Playbook

by Team Lumida
April 10, 2026
in Macro
Reading Time: 4 mins read
A A
0
China’s Bold Economic Moves: What You Need to Know Now

China flag background

Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp
  • Trump ordered his Pentagon to rewrite its National Defense Strategy after it labeled China the top U.S. security threat; the revised January version instead declares Trump “seeks a stable peace, fair trade, and respectful relations with China” — a seismic reversal from both his first term and the bipartisan consensus of the past decade
  • The shift — internally called the “Busan Freeze” after Trump’s October summit with Xi in South Korea — has included pausing tariffs on China’s prized industries, abandoning bans on Chinese security-risk companies, curbing Cybersecurity Agency threat bulletins that named China, waving through Chinese investment with little scrutiny, and allowing Nvidia to sell AI chips to China
  • China’s rare-earth export shutdown last April — the first time Beijing had weaponized its near-total control of that supply chain — caught Trump’s team off guard and triggered Treasury Secretary Bessent’s appeal to walk back tariffs; China also helped broker the U.S.-Iran ceasefire this week, further strengthening its negotiating hand
  • The U.S. is now expected to go into the May Xi summit seeking large Chinese purchases of soybeans, Boeing aircraft, and American energy — effectively resetting the trade relationship to 2024 status quo, without significant U.S. gains

What Happened?

A sweeping WSJ investigation reveals that the Trump administration has quietly dismantled the confrontational China policy of both its own first term and the broader bipartisan consensus of the past decade. The reversal — which administration insiders call the “Busan Freeze” after Trump’s October summit with Xi Jinping in South Korea — has touched virtually every lever of U.S. China policy. Trump ordered the Pentagon’s National Defense Strategy rewritten to remove China as the primary adversary. Commerce Secretary Howard Lutnick instituted a personal sign-off requirement for any China-related actions, paralyzing enforcement and driving mass staff departures. China hawks in the NSC were fired, the tech and national security directorate was dismantled, and CISA was told not to name China in threat bulletins. Meanwhile, the Committee on Foreign Investment in the U.S. has slowed enforcement so dramatically that lawyers are now advising clients to proceed with China deals because the chances of CFIUS blocking them are negligible.

Why It Matters?

The pivot reflects a significant shift in the underlying power dynamic between Washington and Beijing. China’s decision last April to restrict rare-earth exports — it controls the refining and global export of minerals essential for EVs, missiles, fighter jets, data centers, and submarines — was a genuine shock that caught the Trump team off guard and demonstrated Beijing’s willingness to inflict real economic pain. The Iran war has further weakened the U.S. negotiating position: China helped broker the ceasefire, postponement of the April Xi meeting diminished U.S. leverage, and the administration is now scrambling to prepare concessions for a May summit. The conciliatory approach has had tangible policy consequences: Nvidia can now sell AI chips to China that were previously restricted, TP-Link routers were banned through a face-saving workaround that avoided naming China, and an arms sale to Taiwan was quietly postponed. As one former Biden NSC official put it: “Our lead over China will atrophy. The long-term cost is going to be astronomical.”

What’s Next?

Trump’s May summit with Xi in Beijing is the centerpiece of the current approach — but the deliverables being prepared underscore how much expectations have been reset. The U.S. is expected to ask for large Chinese purchases of soybeans, Boeing aircraft, and American energy: a package that would largely restore the pre-2025 trade status quo without meaningful structural gains. Some China watchers call this a tactical truce rather than a strategic shift, arguing robust competition could resume. But the institutional dismantling — of the NSC’s tech directorate, CFIUS enforcement, export control infrastructure, and interagency China coordination — may prove difficult to rebuild regardless of who sits in the Oval Office next.

Source: The Wall Street Journal

Previous Post

America’s Fertility Rate Just Hit a Record Low — and the Numbers Are Getting Harder to Ignore

Next Post

White House Sent Staff-Wide Email Warning Against Insider Trading on Iran War Bets

Recommended For You

Tech Stocks Slide for Second Day as Iran Tensions Flare and CPI Looms: Markets Wrap

by Team Lumida
7 minutes ago
stock market candlestick chart on dark screen

Nasdaq 100 futures fell 1.6% as US-Iran hostilities resumed overnight, oil pushed above $93, and traders braced for a May CPI print expected to hit 4.2% — the...

Read more

Trump Warns Iran: ‘They Will Pay the Price’ as Nuclear Talks Drag On

by Team Lumida
7 minutes ago
Supreme Court Signals It Will Strike Down Trump’s Birthright Citizenship Order

President Trump escalated pressure on Iran Tuesday, threatening consequences after overnight missile exchanges strained a fragile ceasefire and rattled global markets.

Read more

Iraq Ramps Up Oil Exports as Tanker Traffic Through Strait of Hormuz Picks Up

by Team Lumida
8 minutes ago
Geopolitical Forces Shape Oil Market Dynamics

Iraq has quietly increased crude exports even as tensions simmer in the Persian Gulf, with tanker transits through the Strait of Hormuz rising despite the fragile US-Iran ceasefire.

Read more

Trump Says Iran Deal Is in ‘Final Throes’ After Brokering Halt to Israel-Iran Exchanges

by Team Lumida
1 day ago
Trump Pushes for Greenland Acquisition, Exploring Business Deals and Military Presence

President Trump told reporters Tuesday that a peace deal with Iran could materialize within days, after brokering a ceasefire to the latest Israel-Iran exchange of fire that had...

Read more

IMF Chief Georgieva Warns World Is Not Built to Handle the New Era of Relentless Shocks

by Team Lumida
2 days ago
IMF Chief Georgieva Warns World Is Not Built to Handle the New Era of Relentless Shocks

IMF Managing Director Kristalina Georgieva says the world has yet to internalize that crises are now the norm, and warns that AI risks repeating the inequality failures of...

Read more

Israel and Iran Exchange Direct Fire for First Time Since April Ceasefire; Trump Demands Halt

by Team Lumida
2 days ago
Iran Tightens Its Grip on Hormuz Despite the Ceasefire — Charging Tolls and Limiting Traffic

Israel and Iran traded multiple waves of missiles and airstrikes for the first time since the April ceasefire, prompting Trump to publicly demand both sides immediately stop shooting.

Read more

Senate Passes $70 Billion Border-Enforcement Bill 52-47, Sending It to the House

by Team Lumida
5 days ago
architectural photography of white house

The Senate passed a sweeping $70 billion border-enforcement bill via budget reconciliation despite GOP objections to a $1.8 billion anti-weaponization fund tucked inside.

Read more

Hezbollah Rejects U.S.-Brokered Lebanon Truce as US-Iran Nuclear Talks Stall

by Team Lumida
5 days ago
Iran Is Running the 1980s Tanker War Playbook Again — This Time With Drones

Trump says ceasefire talks are in their "final" stages, but Iran's FM says negotiations have stalled, Hezbollah rejected the U.S.-brokered Lebanon truce, and the worst burst of violence...

Read more

Trump Sets His Iran Red Line: Full War Only If U.S. Troops Are Killed

by Team Lumida
6 days ago
Supreme Court Signals It Will Strike Down Trump’s Birthright Citizenship Order

Trump privately told aides he won't restart all-out war with Iran unless American troops are killed — signaling he'll tolerate months of skirmishes to avoid re-escalation, even as...

Read more

Iran Says Nuclear Talks With U.S. Have Made ‘No Tangible Progress’ as Lebanon Ceasefire Holds Tenuously

by Team Lumida
6 days ago
Why Iran Thinks It Won the War — Despite Catastrophic Military Losses

Iranian FM Araghchi declared no progress in U.S. talks, while U.S.-brokered Lebanon ceasefire is contingent on Hezbollah cooperation — and the GOP-led House voted to stop the Iran...

Read more
Next Post
White House, Washington DC

White House Sent Staff-Wide Email Warning Against Insider Trading on Iran War Bets

Why Iran Thinks It Won the War — Despite Catastrophic Military Losses

Iran Still Has Thousands of Missiles — and Intelligence Says It Can Get More Out of the Ground

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

AI Disrupts Entry-Level Job Market, Leaving Recent College Graduates Struggling

AI Disrupts Entry-Level Job Market, Leaving Recent College Graduates Struggling

July 29, 2025
Why Apple’s AI Approach May Save Its Reputation

Apple Faces ‘Existential Risk’ as AI Struggles Take Center Stage at WWDC

June 9, 2025
Palo Alto Networks Earnings Highlights: Strong Q4 Performance and Strategic Platformization Success

Palo Alto Networks Earnings Highlights: Strong Q4 Performance and Strategic Platformization Success

August 20, 2024

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto data centers Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Intel Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018