Markets Positioning Themselves for Long Game, Says Credit Suisse’s Woods

The video discusses the ongoing US-China trade dispute and its impact on market positioning, highlighting the influence of the US election cycle. It explores narratives around potential deals and the unpredictability of market reactions. The discussion extends to global manufacturing cycles, economic forecasts, and the anticipated modest bounce in the global IP cycle, emphasizing the need for careful asset management.

Discuss the potential impact of unpredictable events on market positioning as mentioned in the text.

What are the anticipated trends in the global industrial cycle according to the speaker?