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    • Apr 19

How to trade the "China Shock 2.0"?


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James Wang
21. Apr.

Dear David,


Why the trade war may happen between June and July? Or what you mean is market may play the book on June/July not real trade war at that time.

In addition, if the trade war happens, would the inflation outlook to go up or down? If it goes up, would it be negative to Biden?


Cheers,


James


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davidwoo101
23. Apr.
Antwort an

The most important action in the next trade war is any EU tariff on Chinese EVs that would be immediately met by Chinese retaliation. The European Commission told us that it could come as early as July

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jason
20. Apr.

Dave, if there is a trade war would it effect any type of holding in a positive way?

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davidwoo101
21. Apr.
Antwort an

Unfortunately the answer is yes, over the medium-term. Mike Johnson's 180 degree about face turn on Ukraine is as mysterious as it is disappointing. He does not want Ukrainian blood on his hands but he will get a lot of blood as a result of his decision this week

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