There Is Better Value in Equities Than Safe Havens, Says Coutts' Batarseh

The video discusses the rising risks in global markets, including trade wars and interest rates, and their impact on investment strategies. It explains the rationale behind maintaining an overweight in equities despite market volatility. The discussion covers recent market reactions to US tariffs, the desire for protection, and the volatility in equity markets due to rising US yields. The video also compares the performance and outlook of US and European markets, highlighting the growth in the US and concerns over Brexit in the UK.

In what ways do the FX markets indicate a desire for protection?

What indicators suggest that a recession is not imminent in the US economy?