How Will the Hong Kong Democracy Bill Impact Trade Talks?

The transcript discusses the complexities of US-China trade talks, highlighting key issues like territorial control and the One China policy. It examines the economic incentives for a trade deal and the potential impact of political concerns. Market reactions to trade negotiations are explored, with a focus on the May agreement and tariff reversals. The discussion also covers China's growth projections, suggesting that growth may fall below 6% regardless of a trade deal. Finally, the global economic outlook is considered, noting optimism about 2020 but acknowledging risks if trade talks unravel.

What are the key core issues for China's leadership regarding Taiwan?

How does the One China policy impact China's economic decisions?

What are the potential consequences if the phase one trade deal is not reached?

In what ways could the global manufacturing cycle be affected by the trade deal?

What factors have contributed to the optimism about the 2020 economic outlook?