Sentiment Has Deteriorated in Last Couple of Weeks, Says Axioma’s d’Assier

The video discusses the ongoing protests in Hong Kong and their limited impact on the global economy, emphasizing that the trade war and US interest rates are more significant concerns. It explores potential Chinese state investment in Hong Kong and its implications for international investors. The discussion shifts to political risks, including the US impeachment process and Brexit, and their effects on economic sentiment. The video concludes with an analysis of market reactions, highlighting the shift towards bonds and away from oil due to fear-driven trades.

What is the primary focus of the first section regarding the Hong Kong protests?

• The role of international investors

• The effect on Hong Kong's local economy

• The influence on US interest rates

• The impact on the global economy

Which political event is NOT mentioned in the second section?

• US impeachment process

• Trade war

• Brexit debates

• Hong Kong protests

What is a key concern discussed in the second section regarding the fourth quarter?

• The rise of new economic markets

• The overshadowing of economics by politics

• The stabilization of global currencies

• The increase in global trade agreements

In the third section, what is a significant factor affecting market sentiment?

• Stable geopolitical conditions

• Negative data from the US manufacturing sector

• Increased oil investments

• Positive economic data from Germany

How are investors reacting to the current market sentiment as discussed in the third section?

• Focusing on technology stocks

• Purchasing more bonds

• Investing in emerging markets

• Increasing investments in oil