Comment / The macro view: Time may be on Trump's side, but technology isn't – for now

By Aongus Buckley

24/05/2019

Do not bet on a speedy resolution to the US-China trade dispute.

Financial markets might be discomfited by the uncertainty surrounding the trade talks, but US president Donald Trump is fine with that uncertainty. It could well be argued that time is on his side.

But how could this be the case when prices in US stores are already starting to rise because of the tariffs? And when financial markets have been so fragile over the period of the trade dispute?

The first ...

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Topics

China-US trade war Donald Trump Transpacific Trade 2M Asia-Mediterranean Asia-North Europe Calculating Capacity MSC The ULCV knock-on effect

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