Generali Says Trade War 'Number One' Global Growth Risk

The video discusses the ongoing trade conflict between China and the US, highlighting President Trump's escalation of the trade war. It examines market reactions, particularly in Chinese equities and currencies, and the auto sector in Europe. The video also explores the potential risks to global growth and the defensive investment strategies being adopted, emphasizing the late economic cycle and the impact of trade tensions and Fed rate hikes.

What recent action by President Trump has intensified the trade conflict with China?

• Reducing tariffs on Chinese imports

• Signing a new trade agreement with China

• Threatening tariffs on $200 billion of Chinese exports

• Imposing tariffs on European goods

Which sector in Europe is mentioned as being affected by the trade conflict?

• Technology sector

• Auto sector

• Financial sector

• Healthcare sector

What is considered the number one risk to the global growth outlook?

• Political instability in Europe

• Trade war between China and the United States

• Rising oil prices

• Technological disruptions

In a late economic cycle, which asset class tends to outperform?

• Fixed income

• Equities

• Real estate

• Commodities

What additional factor, besides the trade war, is mentioned as a risk to the economic cycle?

• Political elections

• Environmental changes

• Rate hikes from the Fed

• Technological advancements