Moec: Trump Won't Engage in All-Out Trade War

The transcript discusses US trade policies under a new administration, focusing on potential protectionism and trade negotiations with partners like China. It highlights the role of NAFTA and TPP in addressing trade issues and the implications of fiscal stimulus on markets. The discussion also covers tax cuts, infrastructure spending, and market concerns about policy impacts.

What does the speaker suggest about the potential for a trade war?

How does the speaker view the relationship between the US and China regarding currency manipulation?

In what ways does the speaker believe the US trade policy could affect global growth?

What are the implications of the proposed tax cuts and infrastructure spending according to the speaker?

What concerns does the speaker express about the market's expectations for fiscal stimulus?