Entirely Possible There Is No U.S.-China Deal, Says Deutsche Bank’s Spencer

The video discusses the ongoing US-China trade talks, highlighting the lack of a deal and the potential for tariffs to remain unchanged until after the next election. It examines the impact of tariffs on trade data, noting a decline in export growth and a rebound in imports. The discussion shifts to the Chinese economy, considering factors like consumer behavior and supply chain changes. Finally, the video explores global economic conditions, suggesting a positive outlook as uncertainties around trade and Brexit diminish.

In what ways has the Chinese consumer behavior shifted recently according to the discussion?

What are the implications of the uncertainty surrounding global growth and trade for future economic conditions?