Tension With China Isn't All About Trade, Says Levkovich

The video discusses the current status and uncertainties of global trade deals, with a focus on the phase one deal and its implications for Europe, Argentina, and Brazil. It highlights the significant role of China in challenging US dominance beyond trade, touching on aspects like the Belt and Road Initiative and naval expansion. The video also covers US trade relations with Argentina, Brazil, and the importance of USMC with Canada and Mexico. Finally, it examines how upcoming elections may influence business decisions, particularly in terms of capital expenditure and strategic planning.

What role do Argentina and Brazil play in the context of the discussion?

What factors might influence business decisions as elections approach?