Tension With China Isn't All About Trade, Says Levkovich

The video discusses the current status and uncertainties of global trade deals, with a focus on the phase one deal and its implications for Europe, Argentina, and Brazil. It highlights the significant role of China in challenging US dominance beyond trade, touching on aspects like the Belt and Road Initiative and naval expansion. The video also covers US trade relations with Argentina, Brazil, and the importance of USMC with Canada and Mexico. Finally, it examines how upcoming elections may influence business decisions, particularly in terms of capital expenditure and strategic planning.

What is the expected timeline for the completion of the phase one trade deal?

• January

• March

• April

• December

Which country is highlighted as a major focus in trade discussions?

• Europe

• China

• Argentina

• Brazil

Beyond trade, what is a significant concern in US-China relations?

• US dominance in world affairs

• Cultural exchange

• Tourism

• Environmental policies

Which trade agreement is considered more important for the US in terms of major trading partners?

• USMCA

• Asia-Pacific Partnership

• NAFTA

• EU Trade Agreement

How might businesses react as elections approach?

• Increase investments

• Halt all operations

• Defer discretionary decisions

• Expand into new markets