Chinese Vice-Premier Liu He shakes hands with US President Donald Trump in the White House in Washington on October 11. Photo: EPA-EFE
David Brown
Opinion

Opinion

Macroscope by David Brown

The trade war’s end would bring huge dividends to China, the US and the global economy at large

  • China’s economy could return to 7 per cent growth, the US could near 4 per cent and the world economy could go back to 5 per cent. But this would depend not just on the trade war ending, but appropriate stimulus and reform measures afterwards

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Chinese Vice-Premier Liu He shakes hands with US President Donald Trump in the White House in Washington on October 11. Photo: EPA-EFE
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US President Donald Trump at the White House in Washington on October 21. Trump is a central figure in much of the pessimism weighing on global markets. Photo: EPA-EFE
Nicholas Spiro
Opinion

Opinion

Macroscope by Nicholas Spiro

Uncertainties over US-China trade war, Brexit, Trump impeachment and a global recession leave investors deeply confused

  • Stock markets continue to show signs of bullishness, yet bond markets are struggling and money is flowing into ‘safe haven’ assets. This shows how events weighing on confidence are of a political nature, pushing investors out of their comfort zone

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US President Donald Trump at the White House in Washington on October 21. Trump is a central figure in much of the pessimism weighing on global markets. Photo: EPA-EFE
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