FAB Chief Economist on U.S.-China Relations

The video discusses ongoing trade tensions between the US and China, highlighting the historical context and the impact of tariffs on inflation. It examines the resilience of the Chinese yuan amidst economic challenges, including COVID-19 and regulatory changes. Investor concerns over Chinese market regulations are addressed, along with the potential for future economic recovery as vaccination efforts progress.

In what ways might the Delta variant impact the economic recovery and the reflation story?

What are the potential long-term effects of the current regulatory environment in China on foreign investments?