Top Trade Recommendations for 2020 From BofA Merrill's David Woo

The video discusses the market's ability to recover faster than economic data, using 2012 as a template for 2020. It explores the impact of trade wars, particularly the US-China trade war, on businesses and the economy. The concept of a reflationary world is examined, highlighting its effects on the US dollar and commodity prices. Economic indicators and Fed policies are analyzed, with a focus on their implications for inflation and interest rates. The correlation between the US-China trade deal and the 2020 elections is discussed, along with the significance of the USMCA for the Mexican economy.

What role does the Federal Reserve play in the context of reflation trades?

How might the outcome of the US election affect economic policies?

In what ways could the USMCA impact the political landscape in the US?