Current Trends of U.S. Outperforming Will Continue, Says LGT Bank's Hofer

The video discusses the ongoing US-China trade tensions and their impact on global markets, with a focus on the potential increase in US tariffs and renminbi depreciation. It analyzes the performance of US equities, suggesting that current trends favor US markets over emerging ones. The video highlights strong US economic conditions, including low unemployment and rising wages, and suggests energy and financial sectors as promising investment areas. It also examines recent bond market movements and inflation expectations, noting potential impacts from upcoming US CPI data.

What is the expected change in US tariffs on January 1st, 2019?

• Increase from 10% to 15%

• Increase from 10% to 25%

• Decrease from 10% to 5%

• Remain at 10%

Which sector is considered a defensive play against tech valuations?

• Real Estate

• Energy

• Consumer Goods

• Healthcare

What percentage of US employment is accounted for by small businesses?

• 50%

• 83%

• 70%

• 60%

What event is expected to influence the CPI data in the US?

• G20 summit

• Presidential election

• Midterm elections

• Federal Reserve meeting

What was a major factor driving the recent run-up in treasury yields?

• Decline in stock market

• Decrease in oil prices

• Weak labor market report

• Comments from the Federal Reserve