Standard Chartered Private to Increase Allocation to Cash, McDonnell Says

The transcript discusses the potential for a market rally influenced by the Fed and trade relations between the US and China. It highlights the importance of a detente between Trump and Xi to prevent further trade disputes. The conversation shifts to market gains, the peak of Fed funds in 2019, and the need for increased cash allocation due to expected market volatility. The discussion concludes with an analysis of the Korean market, focusing on its low valuation and the risks associated with DRAM inventory buildup and Intel's issues.

What does the speaker suggest about the volatility expected in the market?

What concerns does the speaker express regarding the Korean market?