Hunter, Serebriakov on the Impact From the U.S.-China Trade Dispute

The video discusses the intertwined nature of the US and Chinese economies, highlighting the importance of supply chain integration and the presence of US companies in China. It addresses China's economic challenges, particularly its debt issues and the central bank's efforts to manage them. The discussion shifts to currency dynamics, noting the stability of the Yuan and the potential impact of a trade deal. Finally, the video examines the influence of trade on the US economy and market sentiment, emphasizing the importance of a trade resolution.

What role does the central bank play in moderating China's economy?

How has the trade-sensitive portfolio performed in recent months?