Trump Shifts Focus to China After Settling Nafta

The transcript discusses the mixed progress in trade, particularly with China, and its impact on the S&P 500. It highlights the market's reaction to trade news, concerns about margin impacts, and the influence of dollar strength on international trade. The discussion also covers capital allocation decisions in light of inflation and Treasury yields, and the effect of wage increases on revenue growth.

What has minimized the revenue risks for the S&P 500 according to the first section?

• Government subsidies

• Technological advancements

• Increased consumer spending

• Resolution of NAFTA and trade with major partners

Which two factors are causing movement for big importers and exporters?

• Cost inflation and dollar strength

• Interest rates and unemployment rates

• Technological advancements and consumer trends

• Government policies and tax reforms

What percentage of revenue for the S&P 500 comes from within the United States?

• 50%

• 80%

• 60%

• 70%

What is the expected earnings growth for 2019 mentioned in the third section?

• 5%

• 20%

• 10%

• 15%

What is the potential impact of Amazon's wage increase on the market?

• It will decrease inflationary pressures

• It will lead to higher unemployment

• It will contribute to inflationary pressures

• It will have no impact