In this episode, KBRA’s Global Head of Corporate, Financial, and Government Ratings, Bill Cox, opens an interesting conversation with KBRA Chief Strategist Van Hesser and Joan Feldbaum-Vidra, Head of Sovereign Ratings. Feldbaum-Vidra and Hesser take stock of COVID-19 risks and dynamics mid-crisis and whether the pandemic has truly threatened the golden age of globalization, and more. Topics discussed include:
U.S. trade dynamics mirror recessionary and recovery dynamics.Post-pandemic reset: the U.S. faces a new normal for economic life, including trade.Mexico may end up as a winner in U.S. geopolitical trade strategy.U.S. presidential election: a referendum on the Trump experiment.