China Is Moving in Direction of More Monetary, Fiscal Easing, Says Deutsche Bank’s Goel

The transcript discusses the ongoing trade negotiations between the US and China, highlighting optimism from figures like Larry Kudlow. It explores the challenges of linking trade and non-trade issues and the potential for a meaningful deal, including tariff reversals. The conversation shifts to China's economic slowdown, questioning the willingness of policymakers to stimulate the economy. Concerns about deflation and its impact on corporate profits are also addressed, emphasizing the need for coordinated policy action.

In what ways might policymakers in China respond to the current economic challenges?

What implications does the potential for deflation have on corporate profits?