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US-China BREAKTHROUGH: Why This Could Drive the Next Market Rally

Posted

May 18, 2026

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Trump arrived in China with the most powerful CEOs in the world economy — and that wasn't an accident. It was a signal. China took it seriously. Trish Regan and Rob Hordon unpack what this high-stakes visit means for global markets, energy security, and the semiconductor supply chain that underpins the entire AI economy.

Xi Jinping invoked the Thucydides Trap — the idea that a rising power challenging a dominant one leads inevitably to conflict. Rob and Trish explain why that outcome is unacceptable for both sides, why TSMC and Taiwan remain the most consequential flashpoint in global geopolitics, and why the Strait of Hormuz connects China's energy needs directly to the US-Iran negotiation.

#TrumpChina #ThucydidesTrap #Taiwan

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Guests & Subjects Covered

US-China BREAKTHROUGHTrish ReganRob HordonXi JinpingThucydides TrapTrumpChina ThucydidesTrap Taiwan SubscribeMODEL PORTFOLIO

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US-China BREAKTHROUGH: Why This Could Drive the Next Market Rally · 76research · Sentinel