Are China's Economy, Trade Tariffs a 2019 Earnings Risk?

The video discusses the impact of China's economic policies on US earnings, focusing on companies like Caterpillar and Apple. It highlights the effects of China's deleveraging campaign and the subsequent monetary easing. The discussion extends to future economic outlooks, emphasizing changes in consumer spending and the tech sector. The video also covers China's infrastructure and tech-focused stimulus, trade negotiations, and the implications of US-China relations, particularly concerning Huawei.

What are the main factors affecting US earnings season as mentioned in the text?

How did the deleveraging campaign in China impact the construction market?

What changes in monetary policy are discussed in relation to China's economic strategy?

What are the expected trends for consumer spending in China as we move into 2019?

What are the implications of China's focus on infrastructure spending in the context of its economic recovery?

How might US companies adapt to changes in demand from China?

What role does Huawei play in the current trade negotiations between the US and China?