Trade Dispute Has Given Us an ‘Air Pocket’ in Global Growth, Says Aletheia Capital

The transcript discusses the impact of trade disputes, particularly between China and Japan, on global economic growth, highlighting a decline in industrial production. It examines market reactions and investor sentiment, noting positive trends in US and Chinese markets. The discussion also covers recession risks, emphasizing the Federal Reserve's policy changes to mitigate these risks and the potential for a strategic shift in central bank approaches.

What is one of the main reasons for the decline in global industrial production?

• Rising employment rates

• Technological advancements

• Trade disputes and issues

• Increased consumer spending

How have Chinese markets reacted after the Chinese New Year break?

• They have been unpredictable

• They have seen a decline

• They have seen stellar gains

• They have remained stable

What is one potential outcome of the trade talks between Washington and Beijing?

• An increase in tariffs

• A moderately positive outcome

• A complete breakdown of talks

• A shift to a new currency

What could potentially cause a recession in the US economy this year?

• Stable employment rates

• High consumer confidence

• A policy mistake

• Strong profit growth

What strategic shift might central banks consider to better handle recession risks?

• Price level targeting

• Focusing on employment rates

• Increasing interest rates

• Reducing government spending