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US-China Trade War Explained

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Eddie Donmez takes a look at the renewed U.S-China Trade War tensions in the context of Equities nearing all-time-highs and valuations being extremely stretched. Could the politicization of the Virus derail an already virus-infected real economy and bleed through to stocks?

In this session Eddie covers the following:

- Investors holding their breath awaiting Trumps Press Conference (00:58)
- Attacking China as a Political Exercise (1:53)
- The politicization of the Virus (5:31)
- Investors are fleeing Hong Kong (6:00)
- Trade War truce still intact (for now) (08:57)
- Chinese & U.S Equities most at risk (09:22)
- Currency War & Treasury Fire Sale? (11:25)
- Trade Tariffs hurting Consumers (U.S Recover) (13:50)
- JP Morgan trimming equity positions (15:30)

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US-China Trade War Explained

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