China May Use Yuan if Spat Becomes Full-Blown Trade War, UBS Says

The transcript discusses the potential impacts of a trade war on China's economy, focusing on exports, currency depreciation, and market pressures. It highlights the importance of monitoring specific metrics to gauge economic impact and explores second order effects on investment and growth. The discussion also covers the implications of tariffs and potential policy responses to mitigate economic downturns.

What are the potential implications for policy at home if exports fall off a cliff?

How might a full-blown trade war affect the renminbi?

What metrics should be closely monitored to gauge the impact of the trade war on China's economy?

What are the second-order impacts of the trade war on exports and economic growth?

How might policy easing at home affect the overall impact of a trade war?