Not sure what venue the guy is speaking from, but Bloomberg with the report on his remark
I reckon he is right for about the next two years, through to January 2020 at least. But the bigger picture is probably on the right track too. This is not just about the difficulties Trump is dealing with right now.
More:
- speaking on Economic Daily News (Taiwan-based media)
- may force restructuring of global supply chains
- Mexico and Vietnam to benefit
