AllianzGI CEO Sees Mounting Risk Around Trade

The video discusses how markets react to tariffs and trade wars, highlighting the impact on interest rates and the yield curve. It explores the role of quantitative easing in driving up asset prices and the limited choices available to investors. The discussion also covers political influences, particularly the potential for trade agreements between the US and China, and how these factors contribute to market trends.

What fundamental issue are the markets grappling with according to the text?

How have trade wars affected the markets in the past 15-18 months?

What is the significance of the G20 meeting mentioned in the text?

What role does monetary policy normalization play in asset prices according to the speaker?

What predictions are made about trade tensions and their impact on the markets in the fall?