Tech Wars and Trade Battles: Inside Us-China Relations and Machinations
The US and China are approaching a critical juncture: Negotiators could pave the way for a meeting between Presidents Trump and Xi and a deal to cool tensions, or relations may unravel as hostilities mount and the fragile trade truce collapses. As both sides spar over technology, tariffs, and supply chains, the stakes for global markets and industries are immense. Join Bloomberg’s senior analysts for a look at what’s driving the negotiations and what’s at risk.
What We'll Cover:
- US-China Outcomes and Outlook – Jennifer Welch, Chief Geoeconomics Analyst and Geoeconomics Team Leader, Bloomberg Economics
- US-China Trade Drill Down – Nicole Gorton-Caratelli, Global Economist, Bloomberg Economics
- Semiconductors, Technology and AI Gameboard – Robert Lea, Global Technology, Media and Telecommunications Analyst (TMT) Investor and Equity Strategist, Bloomberg Intelligence (BI)
- Critical Minerals Redux – Chris Kennedy, Lead for Economic Statecraft, Bloomberg Economics
Speakers
Jennifer Welch
Chief Geoeconomics Analyst
Bloomberg Economics
Jennifer Welch is the Chief Geoeconomics Analyst for Bloomberg Economics. She previously served as the director for China and Taiwan on the US National Security Council under the Biden and Trump Administrations, and as the advisor to Vice Presidents Harris and Pence on Asia and the Pacific. She is based in Washington, D.C.
Nicole Gorton-Caratelli
Economist
Bloomberg Economics
Nicole Gorton-Caratelli is an Economist at Bloomberg Economics specializing in international trade. She was previously an economist at the U.S. Department of State and holds a PhD in Economics from UCLA. She is based in Washington, D.C.
Robert Lea
Senior Technology Analyst
Bloomberg Intelligence
Robert Lea has 25 years experience working in the global capital markets as a top-three ranked TMT-focused equity analyst, strategist and fund manager. He was previously a global TMT equity strategist at UBS Investment Bank before going on to manage a L/S Asian TMT equities portfolio at UBS's Fundamental Investment Group in Hong Kong. He has been top-three ranked as an equity analyst in the II and Extel surveys of institutional investors, in both the European and Asian markets. He has served as the Head of Global Equity Research at Ashburton Investments in Europe and Head of Taiwan Equity Research at Macquarie. Robert is a qualified Chartered Accountant and is a Fellow of the ICAEW. He has a BEng degree in Electrical and Electronic Engineering from Imperial College, London.