LiveUS-China & global orderWestern cycleAnchor-complete
By 2032, at least 2 of the following occur: (a) a formal US-China 'cold-peace' framework agreement analogous to Helsinki Accords, (b) a Taiwan-status resolution short of unification (e.g., extended-status-quo compact), (c) a US-China climate/AI safety bilateral treaty?
As of 6 Oct · 22:12 UTCResolves 31 Dec 20322 movers0 pressure moments
The read
Reality leans toward managed rivalry.
Reality points at Managed Rivalry — the dominant pressures today support that outcome over Full Bifurcation. The crowd lands lower on Managed Rivalry than the evidence supports.
Where reality is heading
A, 80% bandCrowd today
Reality crosses toward A in early 2028. Today’s crowd number sits at the top of A’s band, possible but optimistic. View as table
The movers, ranked by leverage
What would change our mind
Signals toward A
- Under this timeline dominance, the US-China rivalry is managed through selective decoupling in strategic sectors (semiconductors, AI, biotech) while preserving multilateral coordination on climate, pandemics, and financial stability
- G20 and expanded G7+ frameworks absorb BRICS demands via institutional reform (IMF quota revisions, UN Security Council expansion discussions)
- dollar retains reserve-currency status through 2035 but yuan/euro/gold share rises to 25-30% of reserves
- tech decoupling stabilizes as a 'small yard, high fence' equilibrium with defined export-control regimes and cross-border data agreements
- Taiwan status quo preserved via strategic ambiguity + deterrence-plus-engagement
Signals toward B
- Under this timeline dominance, the rivalry accelerates into full bifurcation
- US-led bloc (US, UK, Japan, Australia, India-tilt, GCC-tilt) vs China-led bloc (China, Russia, Iran, Central Asia, portions of Africa and Latin America) with hardened tech, financial, and security perimeters
- dollar weaponization (SWIFT exclusions, secondary sanctions) accelerates yuan-settlement in China-bloc trade to 40-50% by 2032
- BRICS+ moves toward hard-currency alternative (gold-backed settlement, mBridge CBDC network)
- Taiwan crisis brought forward to 2027-2030 window as US commitment credibility tested
Evidence
ICAS (Institute for China-America Studies) · US-China Sunnylands/Woodside/APEC dialogues 2023-2024
- historical Helsinki-Accords precedentNo source URL yet
National Committee on US-China Relations · Track-1.5 dialogue frequency