Will Trump Soften Trade Stance as Election Looms?

The video discusses the impact of the trade truce on the economy and elections, highlighting that it reduces risks but doesn't significantly boost export growth. It examines portfolio strategies, noting that the truce hasn't changed their positioning, as they anticipated economic expansion. The video also explores uncertainties in 2020, focusing on central banks' policies, particularly the ECB and Fed, and their potential effects on markets.

What factors contribute to the current trade situation as discussed in the text?

How has the perception of trade risks changed according to the speaker?

What does the speaker suggest about the economic expansion outlook?

What is the speaker's view on the potential impact of central bank policies in 2020?

What are the expected changes in the Federal Reserve's actions for the upcoming year?