Sheets Says Biggest Question for U.S., Does Investment Come Back?

The transcript discusses the importance of investment in the US economy, highlighting the role of consumer confidence and geopolitical uncertainties. It examines the impact of the trade war and political strategies on economic growth, particularly in the context of the 2020 elections. The potential for trade agreements with China to act as an economic stimulus is explored, emphasizing the need for enforceable deals to reduce uncertainty.

What are some of the geopolitical uncertainties mentioned that could impact US businesses?

What potential benefits could arise from a trade agreement with China as discussed?