Sentiment Has Deteriorated in Last Couple of Weeks, Says Axioma’s d’Assier

The video discusses the ongoing protests in Hong Kong and their limited impact on the global economy, emphasizing that the trade war and US interest rates are more significant concerns. It explores potential Chinese state investment in Hong Kong and its implications for international investors. The discussion shifts to political risks, including the US impeachment process and Brexit, and their effects on economic sentiment. The video concludes with an analysis of market reactions, highlighting the shift towards bonds and away from oil due to fear-driven trades.

How do the protests in Hong Kong affect the local economy according to the speaker?

What are the other factors mentioned that are more important than the Hong Kong protests for the global economy?

What potential actions might the state take to stabilize the economy in Hong Kong?

How has sentiment in the US economy changed recently according to the speaker?

What correlation does the speaker mention between bonds and equities?