Clete Willems说,投资者应该保持冷静,不要对贸易战的头条反应过度



Safanad首席信息官John Rutledge和Akin Gump的Clete Willems加入了“ Squawk Box”会议,讨论了当前中美之间的紧张关系。 。

11 comments
  1. China doesn't need to save face, China has Russia on its back and that outweighs everything.
    China does not care about HK riots, Shanghai, Macau, Shengzhen, etc are replacing HK's role.
    China doesn't care about Taiwan because this island cannot swim away and US won't go into war for Taiwan.

  2. The case where Trump does not impose the December 15 tariffs is probably not much different than the case where there is a phase one deal. There may be some question about how much agricultural purchases the Chinese are actually making. But, most of what the Chinese talked about agreeing to are things they want to do anyway. There is also still some question about what the licenses to sell components to Huawei turn out to be. The is not a shred of rational threat to American security in Google licensing Android and a client to its app store for use in Huawei smart phones. A failure to license Google is just American authoritarian oppression of business for purely political motivations.

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