UBP Is Neutral on China: Calder

The video discusses China's economic strength and travel data, highlighting optimism despite geopolitical risks involving Taiwan and semiconductors. It evaluates the impact of US-China tensions and explores market opportunities in Europe and the US. The discussion also covers US economic trends, focusing on rate hikes, inflation, and tech sector performance.

What is the speaker's perspective on the likelihood of rate cuts in the US this year?

What trends are observed in tech earnings according to the speaker?