China's Slowdown Story Is Much Bigger Than Trade, Timmer Says

The video discusses the economic slowdown in China, highlighting the impact of trade imbalances and tariffs. It examines global trade indicators, such as the Baltic Dry Index, and their implications for market risks. The discussion extends to the broader global economic slowdown, including the US and Europe, and the potential for market retests and rebounds.

Discuss the implications of the Baltic Dry Index's performance on global trade.

What are the potential risks associated with the current stock market rally?