Hidden Forces
Description
In Episode 411 of Hidden Forces, Demetri Kofinas speaks with Shehzad Qazi of China Beige Book about the impact Trump’s China tariffs are having on the U.S. and Chinese economies and prospects for a grand bargain.
Demetri and Shehzad discuss:
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The material impact that the trade war has had thus far on both economies
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The companies and sectors most likely to be impacted, as well as those best positioned to weather the storm
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The respective performance of each country’s currency and stock market
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Explanations for the punctuated sell-off in U.S. Treasuries
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China’s action plan to revitalize domestic consumption
Demetri also asks Shehzad about Trump’s stated desire to “do a deal with China,” what such a deal would look like, how big it could be, and what concessions either side is prepared to make in order to get it done.
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Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou
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Episode Recorded on 04/16/2025