BYD’s Winning Streak Isn’t Over

Plus: a Trump ally in China, tariff prediction markets and a bad allergy season.

BYD Co. Dolphin compact hatchback electric vehicles at the launch of the company's new plant in Nikhom Phatthana, Rayong province, Thailand, on Thursday, July 4, 2024. 

Photographer: Valeria Mongelli/Bloomberg

Welcome back to The Forecast, where we help you think about the future — from next week to next decade.

This week we’re looking at BYD’s path to electric-vehicle dominance, a Trump ally’s trip to China, yet more American tariffs and an especially bad allergy season in the US.