Trade War Is Definitely Shaving Off Some Global Growth: GSAM's Wilson

The transcript discusses the weaponization of the economy in foreign policy, focusing on the rhetoric and its impact on the treasury market. It highlights the escalation of trade tensions, particularly between the US, China, and Mexico, and the resulting market reactions. The discussion covers the potential global economic impact, including a decrease in global GDP and market cap. It also analyzes treasury yields and economic indicators, considering factors like the labor market and inflation, and their implications for potential Fed actions.

How has the rhetoric surrounding trade negotiations changed recently?

What concerns are raised regarding the current U.S.-China trade situation?

What potential effects could a trade war have on global GDP?

What indicators suggest that the U.S. economy might be slowing down?

In what ways might the Federal Reserve respond to the current economic conditions?