Goldman's Bell: Probably Reached Peak Tariff Now

The transcript discusses the potential impacts of a phase one trade deal on the economy, highlighting the role of tariffs and market reactions. It explores the likelihood of tariff rollbacks and China's strategic position in negotiations. The conversation also touches on policy changes, market dynamics, and global financial conditions, emphasizing the importance of these factors in ongoing trade talks.

What are the implications of not reaching a phase one deal on the economy?

How might the delay of the December 15th tariff increase affect market expectations?

In what ways do both the U.S. and China seek to achieve mutually beneficial outcomes in trade negotiations?

What factors contribute to the market's perception of tariff impacts despite ongoing trade tensions?

How do global financial conditions influence the urgency of trade talks?