Exante Data's Nordvig Says Markets Should Care About U.S.-China Trade Truce

The video discusses the market's reaction to the first instance of trade rollback between the US and China, highlighting the impact on various currencies. It explores the resilience of emerging markets amid trade deals and the influence of global risks like Brexit and the US-China trade war on portfolio management. The dynamics of the FX market and the role of European interest rates are also examined.

What are the implications of the trade escalation in terms of tariffs mentioned in the text?

How does the speaker perceive the significance of the rollback in trade agreements?

In what ways does the speaker suggest that the UK election could impact global markets?

What are the potential risks associated with the trade war and Brexit as discussed in the text?

What factors are mentioned that could influence portfolio managers' decisions?