Part 6/10:
Despite the positive momentum, the analyst advised caution. The situation was not yet resolved, and the threat of tariffs remains on the table. The upcoming November 1st deadline could still provoke volatility, especially as China is expected to respond. The overall tone suggested that this episode was part of a larger, long-term effort by the U.S. to recalibrate global trade relationships, not a quick fix.
The speaker emphasized the complexity of these global negotiations — a total overhaul of the previous 80-year trade paradigm, involving the U.S., China, and Europe. Such shifts are non-trivial and require patience, noting that roadblocks could persist in the short run.