How Trump's Speech to Congress May Impact Markets

The transcript discusses Donald Trump's congressional speech and its potential impact on markets, particularly in Asia. It explores the uncertainty surrounding Trump's policies, especially regarding tax cuts and US-China relations. The conversation touches on the implications of a US border tax and the debate over labeling China as a currency manipulator. The discussion highlights the market's reaction to Trump's rhetoric and the potential for significant economic changes.

What are the pros and cons of the US border tax as discussed in the text?

How does the speaker view the current state of the US-China currency relationship?

What are the implications of labeling China as a currency manipulator?