| Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563Z6/YTB As the trade situation intensifies between the US and China, it’s time to think about the ripple effects of a decoupling. We know all trade wars have a currency effect… but what happens when nations drive down their currencies to counter US tariffs? Will China use its cache of US treasuries as a weapon, driving US interest rates up? John Mauldin explains why he doesn’t believe China is using US treasuries as a weapon—and where he thinks the trade war will hurt most. Learn more about the Strategic Investment Conference here: https://www.mauldineconomics.com/go/JM577Z7/MEC Sign up for Ed D’Agostino’s free newsletter here: https://www.mauldineconomics.com/go/JM563Z6/YTB Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Follow Ed D’Agostino on Twitter: https://www.x.com/EdDAgostino Timestamps: 00:00 – Introduction 00:47 – Effects of trade wars 03:00 – Unfair tariff exemptions 08:10 – High-value manufacturing 14:55 – Bond market vigilantes 20.04 – Should we eliminate the deficit? 23:23 – AI at the federal level |
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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