π¨ THE NEXT 72 HOURS. DAY BY DAY. BOOKMARK THIS.
π
TODAY β May 13
β Air Force One lands in Beijing with 12+ named CEOs aboard β Tesla, Nvidia, Apple, BlackRock, Boeing, Goldman Sachs, Citigroup, GE, Qualcomm, Micron, Blackstone, Cargill
β Jensen Huang boarded during the Alaska refueling stop β last-minute addition
β Trump confirms “many other” undisclosed CEOs also on the plane
β The largest corporate delegation ever to accompany a sitting U.S. president touches down in China
π
MAY 14 β Day 1 of Summit
β Trump and Xi sit down for formal talks
β The ask: Xi opens China’s market to U.S. business β directly, officially, on camera
β 12+ of the most powerful CEOs in the world are in the room or the building
β Combined market cap of companies represented: over $10,000,000,000,000
π
MAY 15 β Day 2 / Outcomes
β Deal announcements expected β or silence that speaks louder
β Every CEO on that plane needs something specific from Beijing: chip licenses, manufacturing access, supply chain agreements, financial market entry
β If Xi says yes to even half of it, the trade war framework changes overnight
β If Xi says no, 12 CEOs flew to China for nothing β and markets will price that immediately
72 hours. Every step has precedent. Every prediction has math.
Nothing like this has ever happened in the history of U.S.-China relations.
The outcome of this trip will move markets more than any Fed meeting this year.
Ronald Carter
Conspiracy Daily Update 