JOHCM's Topcuoglu Says Trump Needs to Do a Deal

The video discusses the current earnings season, emphasizing the importance of a long-term view. It highlights the challenges in economic forecasting, including trade issues with China and the US government shutdown. A potential bullish scenario is outlined, involving trade deals and infrastructure spending. The impact of ongoing trade negotiations on the market and risk assets is also explored.

Discuss the bullish scenario presented regarding trade deals and its implications for the market.

What are the two camps of thought regarding President Trump's approach to national security and trade?