Real Impact of Tariffs Is on Longer-Term Confidence, Barings' Smart Says

The video discusses the impact of Fed rate cuts and trade tariffs on the economy, focusing on how they affect investment and business confidence. It highlights the broader implications of trade tensions on Asian markets, particularly China, and the uncertainty surrounding trade negotiations and agreements, such as those discussed in Osaka.

What uncertainties do investors face regarding the trade negotiations mentioned in the text?

What does the speaker suggest about the future of trade negotiations and their potential duration?