Making Sense of Trump and China for Markets

The transcript discusses Donald Trump's claims about China's currency manipulation and potential tariffs. It explores the implications of these actions on trade deficits and market reactions. The focus shifts to the energy and financial sectors, highlighting the market's response to Trump's policies, particularly deregulation and infrastructure investments.

What is one of the key actions Donald Trump is expected to take regarding China?

• Increase diplomatic relations

• Label China a currency manipulator

• Strengthen military ties

• Reduce tariffs on Chinese goods

What is a potential consequence of imposing high tariffs on Chinese imports?

• Decrease in US exports

• Strengthening of US-China relations

• Increase in cost of living for US households

• Reduction in US manufacturing jobs

How does the market currently view potential trade issues under Trump's presidency?

• As a major concern

• As a minor issue

• As a resolved matter

• As an opportunity for growth

Which sectors have been driving market performance since Trump's election?

• Financials and energy

• Technology and healthcare

• Retail and manufacturing

• Agriculture and real estate

What is the market's general attitude towards Trump's potential deregulation policies?

• Skeptical

• Indifferent

• Optimistic

• Pessimistic