Markets Pointing to a Pause in U.S.-China Trade Tensions, Says SocGen’s Agbo-Bloua

The transcript discusses the economic slowdown in the US and China, highlighting the implications of the ongoing trade war. It explores market expectations, noting that investors are cautious due to potential risks and the late economic cycle. The discussion also covers the Fed's pause in quantitative tightening and its impact on asset prices. Investors are increasing cash positions in response to market uncertainties, with a focus on protecting portfolios against potential downturns.

What are the implications of a potential recession in 2020 for investors?

What does the Bank of America Merrill Lynch survey reveal about cash positions among investors?