Harrell: US-China Lack of Deliverables Was as Expected
THE SO WHAT
The takeaway from a no-deal US–China meeting is that both sides still see leverage—US via tariffs, export controls, semis, dollar, AI; China via rare earths, chemicals, manufacturing. If your roadmap depends on cross-border tech, chips, or materials, assume continued friction and build dual-sourcing and jurisdictional redundancy now, not later.
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