Emerging, Develop Markets Rotation Tracking Dollar, AXA's Tinker Says

The video discusses the implications of trade wars and tariffs on the global economy, highlighting the risks to equity investors and the potential impact on living standards. It examines market reactions, particularly the rotation between emerging and developed markets, and the influence of the US dollar. The discussion also covers the perception of trade wars and the focus on renegotiating trade deals, especially under President Trump's administration, aiming to shift from multilateral to bilateral agreements.

What is the main risk associated with trade wars as discussed in the first section?

• Growth in equity investments

• Increase in global living standards

• Stability in the global economy

• Decrease in global living standards

How have markets reacted to the perceived risks of trade wars?

• They have reacted aggressively

• They have reacted positively

• They have remained stable

• They have shown no reaction

What is the correlation between emerging markets and the US dollar?

• Close to 100% correlation

• No correlation

• Negative correlation

• 50% correlation

What is President Trump's focus regarding trade deals?

• Eliminating all trade deals

• Increasing tariffs on all imports

• Maintaining multilateral deals

• Converting multilateral deals into bilateral deals

Which countries are primarily affected by the tariffs on steel and aluminum?

• China

• NAFTA countries

• India

• Australia