'Markets Could Get a Little Carried Away' With Trade Deal, Says Vanguard's Davis

The transcript discusses the US-China trade deal, highlighting the Phase One agreement and its potential impact on financial markets. It addresses market reactions, risks of over-optimism, and the ongoing tariff situation. The conversation also touches on global policy uncertainties, including Brexit, and the expectations for global growth stabilization.

What are the potential implications of the Phase One trade deal for the US and China?

How might the financial markets react to the news of the trade deal?

What concerns were raised regarding the agricultural purchases expected from China?

What does the speaker suggest about the future of global tensions and trade policies?

What is the speaker's perspective on the notion of reflation in the marketplace?