U.S.-China Concessions Not Enough to Remove Uncertainty, Says Saxo Capital’s Creagh

The video discusses the recent highs in Japanese markets, driven by yen weakness and positive trade sentiment. It highlights potential outcomes from the APEC summit, where Trump and Xi might negotiate tariff rollbacks. Despite these developments, global economic risks persist, with a slowdown in growth and unresolved trade tensions. Central banks worldwide are providing support, but the Fed remains behind the curve, impacting market confidence.

What factors are contributing to the positive sentiment in Japanese equities?

How might the potential partial trade deal between the US and China impact the markets?

What are the implications of the declining leading indicators for the markets?

In what ways is central bank support influencing market behavior despite economic slowdowns?

What concerns are raised regarding the Fed's current monetary policy in relation to productivity growth?