Ex-NEC Director Cohn Sees U.S.-China in a Trade Skirmish, Not War

The transcript discusses the ongoing trade skirmish between the US and China, focusing on the potential for a phase one deal and its implications for supply chains and the global economy. It explores President Trump's approach to China, emphasizing the importance of agricultural exports. The challenges faced by businesses due to tariffs and political uncertainty are highlighted, along with the Federal Reserve's role in maintaining economic stability. The outlook for the US dollar and interest rates is considered, and Gary Cohn's current focus on venture capital and technology is mentioned.

How does the speaker perceive the current state of supply chains in relation to China?

What are the potential consequences of a prolonged trade skirmish between the United States and China?

What is the significance of a 'phase one' trade deal for U.S. farmers?

What role does the speaker believe the U.S. should play in the global market, particularly regarding access to Chinese consumers?

How does the speaker view the relationship between U.S. corporate taxes and the cost of materials like steel and aluminum?

What are the challenges faced by companies in making capital investments in the current political environment?

In what ways does the speaker suggest that the Federal Reserve's actions impact the global economy?