Switch to an Underweight Position in U.S. Equities, Says Saxo Bank's Creagh

Switch to an Underweight Position in U.S. Equities, Says Saxo Bank's Creagh

Assessment

Interactive Video

Business

University

Hard

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The video discusses the swift market reactions to the arrest of Huawei's CFO, highlighting the ongoing tensions between the US and China despite a recent trade truce. It emphasizes the current lack of clear market trends and the challenges investors face due to uncertainties in US growth and corporate earnings. The discussion also covers potential investment strategies, suggesting a shift from US equities to emerging markets, anticipating changes in US inflation and interest rates, and the impact of Chinese economic stimulus measures.

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5 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What event added to the market's nervousness according to the first section?

The arrest of Huawei's CFO

A new trade agreement

A rise in US corporate earnings

A decrease in US inflation

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the main challenge for US companies as discussed in the second section?

Increasing competition from Europe

Cost inflations and a strong US dollar

Lack of technological innovation

Decreasing consumer demand

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the expected trend for US Treasury yields in the third section?

They will increase significantly

They will fluctuate unpredictably

They will remain stable

They will decrease

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

According to the third section, when is the potential growth leadership shift from the US to China expected?

In the second quarter of 2020

In the first half of 2019

In the first quarter of 2020

In the second half of 2019

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the suggested investment strategy regarding US equities in the third section?

Rotate out of US equities

Maintain current investment levels

Invest in European equities instead

Increase investment in US equities