Three Bold Predictions for 2020 From BofA Merrill's David Woo

The video discusses the political and policy uncertainties of 2019 and their impact on global markets. It predicts significant developments in 2020, including US-China trade deals, Brexit, and USMCA ratification. The speaker addresses market reactions, highlighting skepticism and the potential for a global recovery. Insights into the US-China trade negotiations reveal political implications and the importance of enforcement mechanisms. The video concludes with a discussion on the political landscape and its influence on trade deals.

What are the three big consistencies in Chinese leadership regarding the US elections?

How does the speaker view the potential for a trade deal with China?

What does the speaker suggest about the political implications of the trade negotiations?