Deutsche Bank’s Raedler Says Bund Yields Should Rise

The video discusses the market's reaction to global growth deceleration and high uncertainty levels. It highlights the market's rebound in early 2019 and the shift to a neutral stance due to recent rallies. Growth projections suggest stabilization, with some market segments showing potential upside. The video also covers sector rotation, predicting underperformance in pharma stocks and outperformance in cyclical sectors like banks and capital goods.

What factors contributed to the sharp deceleration in global growth observed in December?

How did the market react to the fears of further growth slowdown?

What is the significance of the global uncertainty index being at an all-time high?

What are the expectations for US equities by the middle of the year?

What sectors are expected to outperform according to the analysis?