Markets Starting to Price in Worst-Case Scenario on Trade War, Says Bocom International

The video discusses the escalating trade tensions and their impact on global markets, focusing on China's economic slowdown and the lack of credit growth. It highlights China's policy priorities, particularly in the property market, and examines the implications of currency exchange rates and interest rate differentials between the US and China. The discussion suggests that further economic challenges are expected due to these factors.

What are the implications of the escalating trade dispute mentioned in the text?

What factors are contributing to the slowdown of credit growth in China?

In what ways might the Chinese government respond to the economic challenges mentioned?

What is the significance of the PBOC's stance on mortgage rates as discussed in the text?

How has the Chinese currency's performance affected the global economy according to the discussion?