We Are Looking at a Global Slowdown, Says HG Research's Goetti

The video discusses the global economic landscape, highlighting the divergent performance of the US, Europe, and China. It examines the US market's relative outperformance and the impact on various sectors. The bond market's unusual behavior amid rising deficits and potential stagflation is analyzed. The discussion shifts to the increasing appeal of cash and risk-off assets, with insights into interest rates, gold, and currency strategies.

What are the implications of the current cash rush in the market since 2011?

In what ways might gold and currencies like the yen present opportunities in a risk-off environment?