HSBC: Time to Get Out of Equities, High Yield as Peak Is Near

The video discusses current trends in equity markets, focusing on the implications of the trade war and its phased removal. It highlights the rapid pricing of risk assets and insights from the Chicago Fed President on monetary policy. The discussion extends to market predictions for 2020, emphasizing cyclical assets and the impact of base effects in the dollar and oil prices. The video concludes with strategies for asset allocation, noting the correlation between risk on and risk off assets.

What correlation is observed between risk on and risk off assets?

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What is the speaker's view on global equities and high yield?

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