Concord's Coumanakos "Careful" After Trade Deal

The video discusses the implications of a trade deal on investors, highlighting the reduction of uncertainty but also the execution risks involved. It examines the specifics of the deal, including tariff implications and agricultural trade numbers. The discussion extends to market reactions, potential business investments, and the strength of US equities. The video also covers consumer confidence, economic outlook, and the impact of currency changes on emerging markets.

What execution risks are associated with the trade deal mentioned in the text?

What are the potential benefits of the phase one trade deal for investors?

How might the absence of additional tariffs impact market behavior?

In what ways has the trade war affected the bottom line potential for businesses?

What factors could lead to a change in the Federal Reserve's approach to monetary policy in 2020?

What indicators suggest that the consumer remains a driving force in the economy?

What conditions are necessary for emerging markets to have a productive chance according to the text?