Nomura's Janjuah Says Stocks Set for 2 to 3 Month Bounce

The video discusses current cash positions and risk management strategies for portfolio managers and tactical traders. It analyzes market trends, predicting a potential uptrend in US equities. The speaker explores market fear and the search for catharsis, suggesting there may be more downside risk. Finally, the video examines asset returns, identifying US bonds as a potential safe haven amidst market volatility.

What is the speaker's view on the current state of fear in the markets?

According to the speaker, what might happen if new developments occur in the market?