U.S.-China Trade Deal Likely, But Watch Dollar, Chillingworth Says

The video discusses two major themes for investors: the Federal Reserve's policies and US-China trade tensions. It suggests that a trade deal is likely but may not resolve all issues, particularly intellectual property rights. The strong dollar is seen as a headwind for US companies, but short-term dollar softening is expected due to dovish Fed policies. However, renewed trade tensions could strengthen the dollar again. China's economic response to stimulus is anticipated to show improvement from the second quarter onward.

What are the two major themes for investors this year according to the speaker?

• US-China trade tensions and Federal Reserve policies

• Brexit and European Union policies

• Global warming and environmental policies

• Middle East conflicts and oil prices

What is one of the unresolved issues in the US-China trade deal?

• Military agreements

• Tariff rates

• Intellectual property rights

• Currency exchange rates

How might the US dollar be affected in the short term according to the speaker?

• It will strengthen significantly

• It will collapse

• It will remain stable

• It will soften slightly

What could cause the US dollar to strengthen again?

• Rising trade tensions

• An increase in global trade

• A new trade agreement

• A decrease in oil prices

When is China's economy expected to show improvement from the stimulus?

• Third quarter

• First quarter

• Fourth quarter

• Second quarter