US-China Trade War: Who Will Win Round 2? скачать в хорошем качестве

US-China Trade War: Who Will Win Round 2?

US-China trade war is escalating into Round 2, targeting China’s export model and challenging US-China relations on multiple fronts. While the US has the upper hand due to the trade imbalance and reciprocal tariffs reaching 125%, China is playing the long game, leveraging geopolitical assets and strategic alliances. Key China hawks in the Trump administration see China as an existential threat, fueling a Cold War 2 narrative. Xi Jinping’s strategy faces pressure as China’s economic retaliation options narrow. The RMB is expected to weaken, and Beijing may resort to quantitative easing (QE) and fiscal expansion to offset slowing growth amid deflationary risks. Meanwhile, Trump’s approval rating is slipping, adding urgency to a possible Phase 2 deal. However, TikTok sale demands, oil import bans from Iran, and calls for increased US market access make any agreement difficult. In the South China Sea and Taiwan Strait, rising military tension raises fears of a Taiwan blockade. TSMC chips, critical to iPhones, Microsoft datacenters, and Lockheed Martin’s F-35s, have become a strategic asset. The stock market, already fragile, could trigger a recession if chip supply is disrupted. With Iran-China alliance strengthening and BRICS countries distancing themselves, the European Union and others are reassessing their stance. In this volatile setting, gold is emerging as the best hedge, and defense contractors are likely to outperform. As Trump’s global trade war deepens, geopolitical risk may soon overshadow all economic concerns. A former top-ranked Wall Street global macro strategist tells it as it is. You may not agree with everything he says but he will make you reassess everything you thought you knew. #USChinaTradeWar #GeopoliticalRisk #ColdWar2 Subscribe: https://www.youtube.com/c/DavidWooUnb... Useful links: • LinkedIn:   / david-woo-1479a492   • Twitter:   / davidwoounbound   • Instagram:   / davidwoounbound   • Spotify: https://open.spotify.com/show/75kaRtk... • Wikipedia: https://en.wikipedia.org/wiki/David_Woo . RIWI-Unbound: https://riwi.com/compass-series