🚨 THE NEXT 72 HOURS. DAY BY DAY. BOOKMARK THIS.

📅 TODAY — May 13
→ Air Force One lands in Beijing with 12+ named CEOs aboard — Tesla, Nvidia, Apple, BlackRock, Boeing, Goldman Sachs, Citigroup, GE, Qualcomm, Micron, Blackstone, Cargill
→ Jensen Huang boarded during the Alaska refueling stop — last-minute addition
→ Trump confirms “many other” undisclosed CEOs also on the plane
→ The largest corporate delegation ever to accompany a sitting U.S. president touches down in China

📅 MAY 14 — Day 1 of Summit
→ Trump and Xi sit down for formal talks
→ The ask: Xi opens China’s market to U.S. business — directly, officially, on camera
→ 12+ of the most powerful CEOs in the world are in the room or the building
→ Combined market cap of companies represented: over $10,000,000,000,000

📅 MAY 15 — Day 2 / Outcomes
→ Deal announcements expected — or silence that speaks louder
→ Every CEO on that plane needs something specific from Beijing: chip licenses, manufacturing access, supply chain agreements, financial market entry
→ If Xi says yes to even half of it, the trade war framework changes overnight
→ If Xi says no, 12 CEOs flew to China for nothing — 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

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