Trade Tensions Weigh on Investor Sentiment in 2019, Says Coface's Casanova

The video discusses the implications of increasing tariffs on Chinese goods from 10% to 25%, highlighting potential negative impacts on US manufacturers due to the high percentage of intermediate goods involved. It also covers the People's Bank of China's (PBOC) measures to support the economy, such as liquidity provisions and targeted lending to smaller companies. The discussion concludes with an outlook on future economic stimulus, emphasizing targeted measures over broad stimulus to address ongoing trade tensions and support SMEs.

How do intermediate goods factor into the impact of tariffs on U.S. manufacturers?

What type of stimulus is expected from Chinese policymakers in response to the trade war?