Golub Says U.S. Will Reach Trade Deal With Canada

The transcript discusses trade negotiations with Canada, sector vulnerabilities, and market predictions. It highlights the potential impact of a global trade crisis on the economy, with a focus on interest rates and banks. The speaker predicts market trends, emphasizing the resilience of the US market due to tech companies. The discussion also covers economic growth factors and the divergence between the US and global markets.

What factors are influencing the current trade negotiations with Canada?

How do the trading patterns of currencies and commodities reflect expectations about a trade deal?

What are the potential consequences of a full-blown global trade crisis?

What are the implications of rising capital expenditures compared to sales?

In what ways might the US stock market differ from global market trends?