Fading Hopes for a U.S.-China Trade Deal

The video discusses the current state of trade talks between the US and China, highlighting the lack of optimism for a resolution. It covers investor expectations, market positioning, and the defensive strategies being employed. The options market is analyzed, with a focus on hedging activities. The discussion also touches on fixed income markets, global growth concerns, and the potential for recession risks.

What is the general sentiment regarding the trade talks with China?

• Confident in a durable agreement

• Neutral with no clear direction

• Pessimistic with no resolution in sight

• Optimistic about a resolution

How have investor expectations changed over the past six months?

• Expectations have decreased significantly

• Expectations have increased significantly

• Expectations have become more optimistic

• Expectations have remained the same

What is the current trend in the options market regarding upside calls?

• Upside call demand is at a one-year low

• Upside call demand is increasing

• Upside call demand is unchanged

• Upside call demand is at a one-year high

What is the impact of trade talks on the fixed income market?

• It has dampened global growth

• It has no impact on global growth

• It has improved market clarity

• It has increased global growth

What is the current perception of high yield bonds in the market?

• They are seen as too risky

• They are seen as less attractive

• They are seen as overvalued

• They are seen as more attractive