There is speculation out there that around President Trump will meet Xi sometime around his visit to Singapore to meet with Kim Jong Un on June 12. If true then things on the US-China trade front will probably remain quiet until then.

Some housekeeping: The newsletter will be on vacation next week as I will be single-parenting my twins to Arizona to see their grandfather.The newsletter will also be off June 26-27 as I take our twins to camp, and July 19 when I go pick them up. My August schedule is not set but there will likely be some vacation in there as well.

Thanks for reading.