U.S.-China Concessions Not Enough to Remove Uncertainty, Says Saxo Capital’s Creagh

The video discusses the recent highs in Japanese markets, driven by yen weakness and positive trade sentiment. It highlights potential outcomes from the APEC summit, where Trump and Xi might negotiate tariff rollbacks. Despite these developments, global economic risks persist, with a slowdown in growth and unresolved trade tensions. Central banks worldwide are providing support, but the Fed remains behind the curve, impacting market confidence.

What factors contributed to the recent highs in Japanese markets?

• Increase in domestic consumption

• Strengthening of the yen

• Decline in global oil prices

• Positive trade sentiment and yen weakness

What is a key concern regarding the global economic outlook?

• Increase in global inflation rates

• Slowdown in global expansion and weak Chinese GDP

• Stability in global trade agreements

• Rapid growth in emerging markets

Why might partial trade deals be insufficient for global growth?

• They completely remove trade uncertainties

• They increase corporate investment

• They do not address tariff escalation risks

• They lead to immediate economic recovery

How are central banks responding to global economic challenges?

• By becoming more vocally supportive and easing policies

• By focusing solely on domestic issues

• By reducing monetary policy support

• By increasing interest rates

What is the current stance of the Fed according to the transcript?

• Ahead of the curve in policy adjustments

• Behind the curve, with restrictive policy rates

• Focused on increasing inflation

• Unconcerned with global economic trends