Europe Outflows May Be a Contrarian Indicator, Coutts CIO Says

The video discusses the current market trends in Asia and Europe, highlighting the impact of trade stories and risk-off days. It analyzes potential trade deals between the US and China, focusing on currency impacts and the best risk-reward trades. The slowdown in China affects commodities, with oil remaining strong. European markets face significant outflows, which may serve as contrarian indicators. The video concludes with investment strategies, emphasizing cash deployment and equity weightings.

What is the current sentiment regarding commodities, particularly oil and metals?

What does the discussion suggest about the cash positions of investors in Europe?