Future US Tariffs on China Will 'Likely Be More Nuanced,' UBS's Tay Says

The video discusses the market's reaction to tariff talks under the Trump administration, focusing on tariffs against China and their potential impact on inflation and interest rates in the US. It highlights the unpredictability of the administration's strategies and advises investors on what to focus on over the next four years. The fundamentals of US companies are analyzed, with a positive outlook on the SNP due to interest rate cuts and potential corporate tax reductions.

What is the speaker's view on the fundamentals of US companies listed on the S&P?

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What are President-elect Donald Trump's pledges regarding corporate tax rates?

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