The market continues to adjust to the expectation that the US-China trade spat won’t disappear in a hurry. Now the US President has threatened tariffs on Mexico and withdrawn an exemption for India. Phil Dobbie talks to NAB’s Rodrigo Catril about the influence of Trump’s actions, along with the likely reductions in interest rates from the Fed. Could Treasury yields push even lower this week? And what will the Google antitrust investigation do to tech stocks this week? Plus, a day of PMI’s today and Australian manufacturing and inflation data. It’s a busy start to a potentially bumpy week.