U.S. Dollar Is Behaving as a Safe Haven, Says Rabobank’s Foley

The transcript discusses the complexities of trade negotiations, particularly between the US and China, highlighting issues like enforcement and intellectual property rights. It also touches on geopolitical tensions, such as China's military expansion, and their impact on global markets. The discussion includes investor behavior, market sentiment, and the role of the dollar as a safe haven amidst economic concerns. The overall theme is the interplay between trade, geopolitics, and market dynamics.

What impact do trade talks have on global equity markets according to the discussion?

How are investors reacting to the current market conditions and trade uncertainties?