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Our Policy team has received some info on........>

US
US: Our Policy team has received some info on Trump`s speech at 1200ET/1700GMT
from the Economic Club of New York: "The President will be taking questions from
two pre-selected questioners who will be seated on stage (no questions from the
audience). You are welcome to watch via the livestream on our Facebook page:
https://www.facebook.com/econclubny/"
- NOT hearing of an embargoed text release (will update if we hear otherwise).
- We know that the speech is on trade and economic policy; Washington Times: "A
White House official said Mr. Trump will address trade with China in his speech
but didn't divulge details."
- The last time Trump spoke at the Economic Club of NY was in September 2016,
before he was elected: he said at the time he would label China an FX
manipulator and have his negotiators force concessions; said would reverse NAFTA
and other trade pacts. Would not be surprising to hear an 'update' on those
themes, esp amid China 'phase one' negotiations and EU auto tariffs decision.

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