China Is Moving in Direction of More Monetary, Fiscal Easing, Says Deutsche Bank’s Goel

The transcript discusses the ongoing trade negotiations between the US and China, highlighting optimism from figures like Larry Kudlow. It explores the challenges of linking trade and non-trade issues and the potential for a meaningful deal, including tariff reversals. The conversation shifts to China's economic slowdown, questioning the willingness of policymakers to stimulate the economy. Concerns about deflation and its impact on corporate profits are also addressed, emphasizing the need for coordinated policy action.

What is one of the main challenges in the US-China trade negotiations?

• The high tariffs imposed by the US

• The lack of interest from both sides

• The complexity of non-trade issues

• The absence of a trade deal framework

What is a key factor in China's economic strategy as discussed in the second section?

• Complete reliance on foreign investments

• Immediate reduction of interest rates

• A cautious approach to economic stimulus

• Rapid implementation of fiscal policies

How does the current economic situation in China compare to 2016?

• It is completely different with no historical parallels

• It is similar, with potential for synchronized growth

• It is more severe with no signs of recovery

• It is less severe with rapid recovery expected

What economic indicator is causing concern for deflation in China?

• Falling factory gate prices

• Increasing export numbers

• Stable corporate profits

• Rising consumer prices

What impact does the trade narrative have on economic data in China?

• It stabilizes the economic data

• It pushes economic data lower than expected

• It exaggerates the positive economic indicators

• It has no impact on economic data