It is a great honour to have Dr. Charles Su of CIB Research as guest columnist for this latest edition of Steen's Chronicle. Dr. Su will be a keynote speaker at Saxo's upcoming Gateway to China series of events to be held in Copenhagen on March 13, in London on March 20, and in Hong Kong on March 27.
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Since 2018, the global economy has moved towards a downturn while the supply chain realignment – of which the China/US trade talks are a major component – accelerates. For investors looking to forecast the coming changes, the Federal Reserve's apparent pausing of its quantitative tightening plans and the changes seen in the Chinese credit cycle are key factors.
In Dr. Su's attached presentation
, he also notes that the World Trade Organization is facing 'judgment day' at the 2019 Japan G20 summit as the fractures within the present multilateral system of global trade make themselves more apparent.