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​U.S. President Donald Trump takes part in a welcoming ceremony with China's President Xi Jinping at the Great Hall of the People in Beijing, China, November 9, 2017.
What We're Watching

What We’re Watching: China increases its trade leverage, Modi and Starmer meet, US undercuts Canada’s auto industry

China has implemented broad new restrictions on exports of rare earth and other critical minerals vital for semiconductors, the auto industry, and military technology, of which it controls 70% of the global supply.

Is American capitalism still capitalism?
Quick Take

Is American capitalism still capitalism?

In this episode of Ian Bremmer’s Quick Take, Ian explores the state of capitalism in the United States.

​A demonstrator burns mock dollar bills in front of the United States Embassy in Brasilia, Brazil, on August 1, 2025.
What We're Watching

What We’re Watching: Another US tariff announcement, El Salvador leader can now rule indefinitely, Indonesian president pardons opponents

US President Donald Trump slapped new tariffs on 92 countries, including key allies. Canada, the US’s number two trade partner, was hit with a 35% rate.

The US, China, and the critical minerals question
Quick Take

The US, China, and the critical minerals question

In this Quick Take, Ian Bremmer analyzes a significant shift in US–China relations: Donald Trump’s decision to ease key technology restrictions on Beijing in an effort to secure access to critical minerals.

Shipping containers from China are seen at the Port of Los Angeles, in San Pedro, California, U.S., May 1, 2025.
What We're Watching

Trump says he might back off on China tariffs – but Beijing holds firm

With US-China trade grinding to a halt, President Donald Trump told ABC News on Sunday that he would lower the 145% tariff imposed on China “at some point.”

An aerial image of the Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) plant in Kikuyo Town, Kumamoto Prefecture, Japan, on March 14, 2025.
What We're Watching

Trump prepares to slap tariffs on semiconductors and pharma

The topsy-turvy-tariff tale continued to swing, as the Trump administration advanced a plan on Monday that could result in new levies on semiconductors and pharmaceuticals. The news came days after US President Donald Trump announced that smartphones would be exempt from the 145% duty that he had slapped on China.

The flag of China is displayed on a smartphone with a NVIDIA chip in the background in this photo illustration.
GZERO AI

Nvidia delays could slow down China at a crucial time

H3C, one of China’s biggest server makers, has warned about running out of Nvidia H20 chips, the most powerful AI chips Chinese companies can legally purchase under US export controls.

Did Biden’s chip rules go too far?
GZERO AI

Did Biden’s chip rules go too far?

Microsoft has joined a growing revolt against Biden-era chip export controls that tech companies claim will hurt American competitiveness. On Feb. 27, Microsoft publicly urged the Trump administration to roll back one specific set of restrictions on advanced AI chips imposed during Biden’s final days in office.