Daily BriefsMacro

Daily Brief Macro: The Art of the Trade War: THE END OF THE BEGINNING and more

In today’s briefing:

  • The Art of the Trade War: THE END OF THE BEGINNING


The Art of the Trade War: THE END OF THE BEGINNING

By David Mudd

  • The meeting next week between Presidents Trump and Xi will mark the beginning of  a resolution to trade and other issues between the two countries.
  • The most difficult tech and rare earth elements issues will probably not be resolved.  Increased tariff rates will be delayed again.
  • TikTok and Taiwan are key issues and will set the tone for the U.S.-China relationship during President Trump’s remaining term.  

💡 Before it’s here, it’s on Smartkarma

Sign Up for Free

The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

  • ✓ Unlimited Research Summaries
  • ✓ Personalised Alerts
  • ✓ Custom Watchlists
  • ✓ Company Data and News
  • ✓ Events & Webinars