Amundi's Defend Not Surprised by Elements of U.S.-China Phase-One Deal

The video discusses the Phase One trade agreement between China and the US, highlighting market reactions and economic implications. It covers the diminishing trade uncertainty, structural changes in the global economy, and China's financial market opening. The PBOC's role in market stability and investment strategies in emerging markets are also explored. Finally, the video speculates on the Phase Two agreement and its potential timeline.

What are the expected economic changes following the implementation of the trade agreement?

How has the uncertainty related to trade affected economic data according to the discussion?

What structural changes in the economy are anticipated in the medium to long term?

What role does the PBOC play in the context of the trade agreement and market stability?

What are the expectations regarding phase two of the trade agreement?