Abu Dhabi Commercial Bank's Jannelli on Growth and Negative Rates

The video discusses the dynamics of trade negotiations, particularly between the US and China, and the influence of populist policies on these negotiations. It explores the economic implications of potential trade deals, highlighting their impact on global markets and investment strategies. The discussion extends to opportunities in emerging markets and the role of interest rates in economic growth, emphasizing the need for fiscal and monetary policy adjustments.

What is a key reason for the US to consider making concessions in the trade deal with China?

• To strengthen its military presence in Asia

• To prevent a recession in 2020

• To increase tariffs on European goods

• To reduce domestic unemployment

What is the expected impact of the US-China trade deal on global trade?

• It will have no impact on global trade

• It will significantly boost global trade

• It will lead to a trade war

• It will provide limited certainty and investment

Which markets are expected to benefit from the current economic conditions?

• Japanese real estate

• Middle Eastern oil companies

• US technology stocks

• Emerging markets and cyclical European markets

Which emerging market equity markets are highlighted as favorable?

• Argentina, Chile, and Peru

• Russia, Turkey, and Mexico

• India, South Africa, and Brazil

• China, Japan, and South Korea

What is the likelihood of a meaningful US-China trade deal in the coming weeks?

• 50%

• 30%

• 90%

• 70%

What is a potential consequence of persistent negative interest rates?

• Increased inflation

• Decreased government spending

• Higher bond yields

• Deficit spending financed by central banks

What is the long-term trend of interest rates over the past 40 years?

• They have been increasing

• They have fluctuated without a clear trend

• They have remained stable

• They have been decreasing