Macro Strategy Views: The pitfalls of the US-China trade deal

In our weekly Macro Strategy Views podcast, we discuss the details of the US-China trade deal and the implications for the global economy. In our view, there are several weaknesses in the Phase 1 trade deal, which could mitigate the uplift in confidence, manufacturing and investment. Global Head of FI&C Research Thomas Harr chairs today’s podcast, while our China and trade war expert Allan von Mehren joins him.

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In our podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Host Thomas Harr will discuss weekly market views, and deep dive into a selected theme together with his co-host of the week.