Skip to main content

Trump 2.0: Navigating the US-China Policy Shifts

Summary

In this insightful episode of the Know More. Risk Better. podcast, host Zachary Griffiths and guest speaker Zerlina Zeng delve into the early indications of Trump’s inauguration speech and how it affects their expectations for US-China trade relations. They discuss how Trump’s more gradual approach toward tariffs on China, has calmed market concerns, at least for now. While there has been plenty of focus on what the Trump administration will do, they explore the various tools at China’s disposal and consider potential retaliatory measures that could influence global markets. Zerlina shares her outlook on China’s economic growth, the role of fiscal and monetary policies, and strategic opportunities in Asian credit markets. Tune in to understand the complexities of the US-China trade dynamics and their broader market implications.

 

Zachary Griffiths, CFA
Head of IG & Macro Strategy at CreditSights

Zerlina Zeng, CFA
Head of East Asia Corporates at CreditSights

Know More. Risk Better.®

Sign up to receive our latest credit insights direct to your inbox.