BofA's Subramanian: 'I Would Sell on March 1,' on U.S.-China Trade

The transcript discusses the impact of tariffs on earnings and market expectations, focusing on potential rollbacks and their effects. It explores trade talks, global implications, and concerns about European markets, including Brexit. The discussion also covers potential market scenarios based on different trade outcomes, highlighting the importance of consumer and corporate confidence.

What are the challenges in negotiating intellectual property transfers?

Discuss the implications of the ongoing trade talks on European markets.

How does the current trade situation affect consumer and corporate confidence?