FYI: Ethan Harris is the global economist at Bank of America Merrill Lynch. Following the course of the trade war with China and all of the associated developments has become something of a necessity for market participants, even if they’ve concluded (as I have) that no one has an edge on what will happen next (or when) and that tensions could go on for years to come, with temporary pauses, re-escalations and setbacks along the way.
Regards,
Ted
https://thereformedbroker.com/2019/10/11/bamls-trade-war-tracker/