Current Trends of U.S. Outperforming Will Continue, Says LGT Bank's Hofer

The video discusses the ongoing US-China trade tensions and their impact on global markets, with a focus on the potential increase in US tariffs and renminbi depreciation. It analyzes the performance of US equities, suggesting that current trends favor US markets over emerging ones. The video highlights strong US economic conditions, including low unemployment and rising wages, and suggests energy and financial sectors as promising investment areas. It also examines recent bond market movements and inflation expectations, noting potential impacts from upcoming US CPI data.

What is the speaker's perspective on the sustainability of the current US stock market performance?

What are the expected effects of the midterm elections on CPI data in the United States?