Trade is just one challenge longer term, with the bigger focus on the battle for technology leadership between the two economic powerhouses. That fight, TS Lombard strategists wrote, will create a continuing source of volatility and possibly cap equity valuations. A possible marker in this conflict could come later this month from a much-anticipated report from the Bureau of Industry and Security in the U.S. on which technologies could be subject to export controls—and how tightly written those restrictions will be.
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