Re: Huawei forward
The FED can - and will - just buy it all in the market should the Chinese decide to dump it. We won't even get to see a blip of a few base-points.
The Chinese have to look at finding and leveraging very specific pressure points if they want to fight with the US on something like an even ground: Rare Earths, Epoxy for silicon die encapsulation, ...
The tool to use could be the strategic application of Customs processing of deliveries to / from US subsidiaries and Customs processing of US-citizens, payments and so on. Everybody knows that there are no problems at all and of course those customs officials are just doing their jobs, very, very thoroughly. It's totally not anyones fault that "processing" just drags on and on.