MACRO PICTURE
US-China Trade War Risks and Impact on US Inflation, Growth and Fed’s Monetary Policy
By Nouriel Roubini and Brunello Rosa
16 May 2019
In this paper we discuss:
- latest developments in the US-China trade tensions;
- how we believe the situation will evolve in coming months;
- what the impact of these tensions could be on the US growth and inflation outlook;
- its implications for the Fed's policy stance; and
- its implications for USD, Treasuries and equity markets.
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Download PDF: R&R US-China Trade War - May 2019
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