A deal could lower tariffs’ current prohibitive levels but they will still probably be meaningfully higher than at the start of the year
The bigger challenge the country faces is a policy-driven debt-deflation loop
The country should stimulate consumption with spending on education, healthcare and public housing
The country will provide a compelling opportunity in a world starved of growth
As pandemic eases, region will post the largest increase in GDP over the next two years
Regime shift is under way with US economy set to recover much more than expected
