Equities Have a Little Bit More to Run, Says JPMorgan Asset Management’s Schowitz

The transcript discusses the cautious economic outlook, focusing on Hong Kong assets and the global market. It highlights the recent equity rally and its impact on bond yields, suggesting a cautious approach to risk. The discussion also covers trade talks between the US and China, noting early signs of market improvement. The industrial cycle is showing signs of bottoming, and the market's pricing of Fed actions is analyzed, with a focus on potential rate cuts.

What factors are contributing to the cautious outlook on the economy?

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How does the speaker view the relationship between Hong Kong assets and mainland factors?

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What changes in rhetoric have been observed recently regarding market conditions?

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What signs indicate that the industrial cycle may be bottoming?

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What is the speaker's perspective on the potential for further cuts in interest rates?

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