Still Constructive on U.S. Stocks, Northern Trust's McDonald Says

The video discusses the rise in the NFIB Small Business Confidence Survey and its implications for market performance, particularly US equities. It explores asset reallocation strategies in a low-inflation environment, highlighting the attractiveness of high yield bonds. The impact of the trade war on commodity prices and oil demand is analyzed, with a focus on the effects on China and the US. Finally, the video examines the long-term potential of emerging markets, despite short-term challenges.

What impact does the trade war have on commodity prices and oil demand?

What is the long-term outlook for emerging markets despite current trade concerns?