UBS's Haefele Likes Equities, Dollar-Denominated EM Sovereigns

The video discusses the ongoing US-China trade tensions, focusing on the potential impacts on the US economy and global markets. It highlights the US President's strategy in leveraging economic strength for political gain, the risks of China's retaliation, and the effects on US consumers. The discussion also covers potential investment strategies, emphasizing the strength of the US economy and the importance of equities and bonds in portfolios.

What are the implications of the US President's beliefs regarding the upcoming fall election?

What are the potential secondary effects on US corporations due to China's response to tariffs?

In what ways might the US purchasing power be affected by the economic situation?

How does the current strength of the US economy influence market expectations?

What challenges does the ideal investment portfolio face in the current economic climate?