JOHCM's Topcuoglu Says Trump Needs to Do a Deal

The video discusses the current earnings season, emphasizing the importance of a long-term view. It highlights the challenges in economic forecasting, including trade issues with China and the US government shutdown. A potential bullish scenario is outlined, involving trade deals and infrastructure spending. The impact of ongoing trade negotiations on the market and risk assets is also explored.

What is the average earnings beat reported by the S&P 500 companies so far?

• 5%

• 1%

• 3%

• 7%

What is one of the key factors that could positively impact the market according to the bullish scenario?

• A new healthcare reform

• An increase in oil prices

• A reduction in interest rates

• A trade deal with China

Which political party is more likely to support a spending bill on infrastructure?

• Libertarians

• Democrats

• Independents

• Republicans

What is a major concern for the market if no trade deal is reached?

• Increased inflation

• Higher unemployment

• Market instability

• Rising interest rates

What is emphasized as crucial for maintaining market stability during trade negotiations?

• Increasing exports

• Continued dialogue

• Lowering taxes

• Reducing tariffs