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APRIL 06, 2018

Update on Tariffs and Trade with China: Mind the Gap

  • China’s swift response of proposed tariffs puts the ball back in President Trump’s court 

  • The fundamental disconnect of who is the instigator makes negotiations difficult 

  • Base case is that cooler, economically motivated heads prevail 

  • The pessimistic scenario would be a “bigger button” approach by the U.S. and more digging in on both sides 

  • China’s swift response has potential to accelerate the negotiation timeline 

  • Broader (negative) implications beyond trade if these frictions escalate and are drawn out

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Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Strategist
BMO Wealth Management - U.S.
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management &ndash…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Ma…
Yung-Yu Ma is Chief Investment Strategist for BMO Wealth Management – U.S.   As Chief Investment Strat…

This is part 1 of the 1-part series on u.s. china trade war 8

  • China’s swift response of proposed tariffs puts the ball back in Presi…

April 06, 2018 Yung-Yu Ma, Ph.D.
Update on Tariffs and Trade with China: Mind the Gap
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