Japanese Equities Could Be Next Big Return, Says Arbuthnot Latham’s Perdon

The video discusses the recovery of global markets, focusing on the impact of a potential trade deal on American, Chinese, and Japanese equities. It highlights the risks in U.S.-Europe relations, particularly with Germany, and explores the current state and future outlook of bond markets. The potential influence of a U.S.-China trade deal on Federal Reserve policy is also examined, considering possible interest rate hikes if economic indicators improve.

In what ways could Japanese equities be affected by the current trade dynamics?

What might be the implications of a trade deal between the USA and China on the bond market?