We Hope to See a Partial Deal Between U.S., China, Says Covenant Capital’s CIO

The video discusses the potential for a mini trade deal between China and the US, influenced by domestic political situations such as the impeachment process. It highlights the improbability of Trump's impeachment due to the Republican-controlled Senate and suggests that China might consider a small deal advantageous. The video also covers investment strategies, noting a shift from US Treasurys to government bonds in other developed and emerging markets.

In what ways are the political positions of both parties in the US being assessed in relation to the China negotiations?

What are the expectations regarding a partial deal between the US and China based on the current economic climate?