19/05/2026
Trump just visited Beijing, and our DMs are full of buyers asking the same thing: "should I pause my China orders?"
Short answer — no. Here's why, in 7 slides written like study notes (because that's how we actually think about it).
What we're telling buyers this week:
— Tariffs and MOQs aren't moving yet. Don't rebuild your sourcing spreadsheet on a summit.
— Apple + Nvidia were in the delegation. Watch who flies in, not just what gets signed.
— Iran and the Strait of Hormuz are on the agenda. Shipping costs swing on geopolitics most buyers never read.
— This is a 3-year strategic frame, not a 90-day truce. Plan with more runway.
DM us "CHINA" and we'll send our 1-pager on what to lock in for Q3.