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