Cazenove Capital’s Mui is More Cautious on Macro Economic Outlook

The transcript discusses the potential for a recession due to increased trade tensions, particularly involving the US, China, Mexico, and Europe. It highlights the risks of higher tariffs leading to inflation and weakened economic growth. The conversation also covers market reactions, the unpredictability of trade deals under the Trump administration, and the global economic impact, especially on countries with high trade exposure like China and Mexico.

In what ways could the Mexican economy be impacted by a trade war with the U.S.?

Which countries are likely to be heavily impacted by trade tensions with China?