AMP Oliver’s Insights – Escalating US-China trade war

AMP’s Dr Shane Oliver discusses US-China trade war and the implications for markets in this edition of Oliver’s Insights.

Dr Oliver summarises the key points as follows:

  • The trade war between the US and China is escalating, posing a rising threat to global growth.
  • Although we remain of the view that a deal will be reached, the risk has increased.
  • Share markets may need to fall further in the short term to remind both sides of the need for a deal and get them talking again.
  • However, we regard the fall in share markets as another correction rather than the start of a major bear market.

You can access a copy of this edition of Oliver’s Insights here:

Oliver’s Insights