The Good Times Are Behind Us, Says SocGen's Juckes

The video discusses the impact of potential tariffs on $200 billion worth of imports, highlighting the economic implications for both the US and China. It explores investor strategies in light of trade uncertainties and the role of President Trump as a deal maker. The discussion extends to the foreign exchange market, emphasizing the risks to emerging market currencies and the global monetary policy setting due to economic changes.

What are the potential effects of the 10% tariffs on $200 billion worth of imports?

In what ways could the economic situation affect the American consumer?

How might the trade narrative influence investor behavior according to the speaker?

What does the speaker imply about the future of emerging market currencies?

What concerns are raised about the global monetary policy setting?