I’m Optimistic Both Sides Are Eager to Strike a Deal, Says JD Digits’s Shen

The transcript discusses the ongoing US-China trade negotiations, highlighting optimism for a deal despite potential setbacks. It explores scenarios where the deal might collapse and the tools China could use to mitigate economic impacts, such as tax cuts and monetary easing. The conversation also touches on global economic indicators, noting the challenges faced by companies like FedEx and the differing economic trends in China compared to the US, Europe, and Japan.

What is the significance of external demand for China's economic recovery this year?

In what ways is the current economic situation in China different from that of the global economy?