Weekend Edition: A pragmatic Trump and a determined China
Yan Wang from Alpine Macro argues the outcome of the US-China trade dispute will be a lot better than many investors fear.
NAB Morning Call · NAB - The Morning Call
Audio is streamed directly from the publisher (sphinx.acast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Friday 30th May 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
Have we seen the worst of the US-China tariff dispute? Yan Wang, Chief Emerging Markets & China Strategist at Alpine Macro seems to think so. Talking from Montreal on this weekend’s podcast, Yan explains why China needs to achieve its five percent growth target and Trump will have to deal with the economic consequences of his policies. That doesn’t mean there’s a winner and a loser. China can accommodate some of Trump’s economic demands, says Yan. The upshot is, after much volatility, we’ll arrive at a place that’s better than many investors currently fear.
Hosted on Acast. See acast.com/privacy for more information.