Everyone Is a Loser in Trade War Long Term, Says UBP's Calder

The video discusses the US-initiated trade war aimed at addressing long-standing trade imbalances. It highlights the potential negative impact on global growth if tariffs persist. The market is beginning to price in initial tariffs, but full impacts are not yet accounted for. Earnings in China have been stable, though sentiment is affected. The trade tensions extend beyond the US and China, affecting Asia due to interconnected supply chains, posing long-term risks to the region.

What revisions have been observed in the earnings of sectors in China?

In what ways could the trade war affect regions beyond the US and China?