China is clear, it will not be bullied, says Longview's Dewardric McNeal on trade talks with U.S.

US-China Trade Negotiations - Negotiations with China are expected to differ significantly from those with the UK, Japan, and the EU [2] - China is prepared to respond to tariffs on a reciprocal basis and has other leverage mechanisms, such as export controls on critical minerals [2][3] - The negotiation is expected to be lengthy due to each side's strengths and weaknesses [3] Tariff Outlook - The initial approach of securing deals with allies before focusing on China has not been successful [6] - The market anticipates the removal of approximately 20% of EPA fentanyl tariffs over the next 90 days [9][10] - A 25% tariff from 2018 is expected to remain in place [10] Critical Minerals - China has leveraged export controls for critical minerals [3][6] - There is uncertainty regarding the expiration of the six-month sunset on the critical minerals export licensing process agreed to by China [8] Timelines and Potential Meetings - An additional 90 days are expected to provide benefits for Chinese factories, businesses, and consumers, extending beyond the holiday shopping period [7] - The administration aims to arrange a meeting between President Trump and President Xi Jinping [8]