Exploring the consequences of halting trade between the US and China, from sector-specific implications for industries like mining and advanced electronics to the broader global effects on countries like Vietnam and Mexico. Discusses diplomatic efforts, clean energy transition, and the challenges of domestic capability versus Chinese technology.
China’s economy has been in rough shape, and the government is trying to address it. But there’s another threat on the horizon: the US election.
During their presidencies, both Joe Biden and Donald Trump backed policies that drove the US and China further apart. Now, they're both campaigning for re-election on continuing on that trajectory.
In this episode, Joe Weisenthal and Tracy Alloway from the Odd Lots podcast speak with Tom Orlik, chief economist at Bloomberg Economics, and Mackenzie Hawkins, US industrial policy reporter for Bloomberg News. They’ve measured what a Trump or Biden victory in 2024 could mean for China’s economy, and beyond. Subscribe to Odd Lots to get all of their episodes.
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