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Clem Miller and Steve Davenport discuss President-Elect Trump’s transactional approach to resolving thorny international conflicts, such as with the Russia-Ukraine conflict, in the Middle East conflict, or with China-Taiwan.
Will Trump abandon or downgrade long-standing relationships with NATO or other allies as he makes foreign policy deals?
Is Trump likely to be successful in bringing regional adversaries like Russia and Ukraine, or Israel and Iran, to the negotiating table? If there are agreements reached, what is the likelihood they will stick?
Should we look at proposed U.S. tariffs on Chinese products as an economic issue or as more of a tool for gaining foreign policy leverage on the Taiwan issue? Will China ever promise to refrain from attacking Taiwan?
Will the U.S. be drawn into conflict with Russia or North Korea through increased Ukrainian attacks on Russian territory or North Korean troops?
We discuss these and more foreign policy issues as Inauguration Day approaches. What are our takeaways for investment portfolios?
Straight Talk for All - Nonsense for None
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