BHP, Fortescue, A2 Milk Favored, Macquarie WM's Lakos Says

The video discusses the performance of the Australian market, highlighting the potential for earnings growth despite current weaknesses compared to the US market. It identifies stocks with good earnings momentum and significant offshore revenue. The impact of trade deals on the Chinese and Australian economies is explored, with a focus on iron ore prices. The banking sector is analyzed, noting the valuation of the big four banks and their dividend yields. Finally, the outlook for the Aussie dollar is examined, considering interest rates and commodity prices.

Discuss the implications of a potential phase one trade deal on the Australian economy.

What are the expectations for the iron ore prices going into 2020?