Which Assets Benefit if Trade Spat Eases?

The video discusses the implications of a trade war, emphasizing the importance of safe assets like the dollar, Swiss franc, and Japanese yen during economic uncertainty. It highlights the challenges in predicting market outcomes due to political dynamics and the role of tariffs in trade negotiations. The potential impact on markets, including equity and bond yields, is explored, especially in light of policy changes and political unpredictability.

What is the significance of the dollar in the context of a trade war?

In what ways can tariffs affect ongoing negotiations between countries?