SocGen Has One of the Most Bullish Calls on Treasuries in 2020

The video discusses the US economic outlook, focusing on the Federal Reserve's easing cycle and its impact on the economy. It covers the yield curve, Treasury yields, and strategies for hedging against economic slowdowns. The discussion extends to the equity market, highlighting small caps and commodities like gold as safe havens. A debate on the copper-gold ratio as a growth indicator is presented, along with a forecast of currency trends and the US dollar's outlook.

What are the potential risks associated with small-cap equities in a slowing economy?

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How does the gold to copper ratio serve as an indicator for economic trends?

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What are the expected trends for the US dollar in 2020 and beyond?

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