Allianz Global Sees 'Dull' Global Economic Performance in Second Half

The video discusses the global economic outlook, highlighting the lack of growth drivers and potential challenges in the second half of the year. It examines the impact of US-Mexico trade relations on the auto sector and the uncertainty surrounding trade deals. The discussion also covers Mexico's economic challenges, including its reliance on oil and the peso's vulnerability. Emerging markets and currency impacts are explored, with a focus on the dollar's strength. Finally, the video touches on gold's momentum and the potential for trade talks between the US and China.

What factors contribute to the expectation of a dull second half for the global economy?

How do trade tensions, particularly with the US, affect investment in the tech sector?

In what ways could the US auto sector face challenges in the second half of the year?

What impact does the uncertainty surrounding the Mexican President's policies have on the peso?

What are the potential consequences of a stronger dollar on emerging markets?