For all the blustering about trade wars, the fact is that Donald Trump’s punitive actions against China during his presidency didn’t do much to hurt its economy. But it’ll be a very different story if he wins in November and makes good on his pledge to slap tariffs up to 60% on Chinese imports. 

 

Group Chief Economist Neil Shearing talks to David Wilder in the latest episode of The Weekly Briefing about what Trump 2.0 might mean for China, and how fresh trade actions could exacerbate the forces that are fragmenting the global economy. Neil also explains what lies ahead for this stock market bubble in the wake of that Nvidia earnings report and previews the coming week’s key inflation data for the euro-zone and the US. 

 

Also on the show, Asia-Pacific Head Marcel Thieliant and Senior Markets Economist Tom Mathews discuss what the stunning rebound in Japanese stocks says about its economy and Ariane Curtis from our Global Economics team introduces the Long Run Economic Outlook, our unique, in-depth look at the world to 2050.