Which Assets Entice Amid Trade Tensions?

The video discusses the temporary strength in the US Treasury market and the Japanese Yen, suggesting that short to medium-term equities may perform better. It highlights the fading credit in non-cyclical domestic firms and the attractiveness of equities and corporate bonds. The video also compares Airbus and Boeing, noting potential yield expectations in euros and dollars. Finally, it advises adopting a defensive strategy due to an underappreciated global growth slowdown.

What is expected to show temporary strength according to the video?

• Cryptocurrency market

• Emerging markets

• European stock market

• US Treasury market and JPY

Which type of firms are mentioned as having fading credit?

• Energy companies

• Tech startups

• Non-cyclical domestic firms

• Cyclical international firms

What is the potential outcome between Airbus and Boeing?

• Airbus may win over Boeing

• Boeing may win over Airbus

• Neither will perform well

• Both will perform equally

What kind of yields are expected in euros and dollars?

• Low single digit

• High single digit

• Double digit

• Negative yields

What is the suggested approach due to the global growth slowdown?

• Defensive strategy

• Aggressive investment

• Ignore the slowdown

• Invest in cryptocurrencies