Miletti, Flanders on Global Trade, U.S. Equities

The video discusses the current state of the Chinese economy, highlighting the challenges it faces due to trade tensions and global economic conditions. It analyzes trade data, showing a disconnect between optimism and real economic impact. The discussion extends to the global trade slowdown and its implications for China's economic model. The potential effects of a trade deal on US equities are explored, emphasizing the role of CEO and CFO optimism in driving capital expenditure. Finally, the video examines market predictions and the impact of capital expenditure on economic growth.

In what ways might a trade deal impact US equities and corporate spending?

What factors could influence the timeline for productivity growth in the US economy?