We Are Not Chasing the Rally in China, Says Australian Standfirst’s Larkin

The video discusses the pivotal role of AI in shaping the global economy, highlighting the transition from the old to the new economy. It examines the ongoing trade deal negotiations and their impact on market certainty, noting that political factors like the 2020 US elections will influence outcomes. The video also explores US recession indicators, such as yield levels, and their implications for market momentum. China's economic growth is analyzed, focusing on its ability to meet growth targets and the sustainability of its funding strategies. Finally, the video offers investment strategies, emphasizing the importance of staying informed about market cycles and considering alternatives if necessary.

What is the significance of the year 2019 in the context of the global economy?

How does the trade deal relate to the ongoing trade war and its impact on the markets?

What does the term 'momentum trade' refer to in the context of the market since March 2016?

What concerns do investors have regarding the sustainability of China's growth?

What factors might suggest that there are still legs left in the current economic cycle?