UniCredit's Gkionakis Says Trump, Xi Summit Exploratory

The video discusses market reactions to Trump's policies, focusing on relations with China and the tech sector in Taiwan. It analyzes the impact of Trump's economic policies, highlighting a global growth upswing and the underperformance of US equities compared to European ones. The discussion shifts to trade policy, examining the roles of Wilbur Ross and Peter Navarro, and its effects on the dollar. Finally, the video covers the Fed's role in monetary policy, including Jeff Lacker's resignation and interest rate expectations.

Discuss the role of Wilbur Ross in shaping trade policy as mentioned in the text.

What inconsistencies are highlighted regarding Trump's economic policies?

How does the resignation of Richmond Fed President Jeff Lacker impact monetary policy?