Trade Tensions Will Be Market Focus for August, Says Principal Global’s Chandgothia

The transcript discusses the impact of US-China trade tensions and Fed rate cuts on global markets, particularly in Asia. It highlights the market's reaction to President Trump's tariff announcement and the Fed's potential rate cuts. The discussion also covers the global financial conditions, the role of Asian central banks, and the Fed's data dependency in the context of economic headwinds and trade issues.

What factors are contributing to the weak growth indicators globally?

In what ways do Asian central banks respond to the Fed's interest rate cuts?