Our modern global economy has grown and been driven by a strategic understanding between the United States and China. The latter now challenges the former for regional hegemony and global influence.
In an unprecedented era of Tweets, 24/7 news flow, and strong leaders on both sides of the globe, markets crave direction in this high-stakes game of trade and geopolitics.
We will explore outcomes and probabilities in the trade negotiations, and discuss worst-case scenarios and how they might affect global capital markets. We will also discuss the long-term ramifications of success and failure.
- Explore multiple outcomes of a trade agreement (or trade war),
- Discuss the ramifications of each scenario on trade, global GDP, and capital markets, and
- Review how investors can shed prepare portfolios for further uncertainty, and also position to benefit from different outcomes.