Sizing Up the U.S.-China Trade Deal

The video discusses the US-China trade truce, focusing on the phase one trade deal. Experts analyze its impact on markets, highlighting a reduction in risk premia and potential economic benefits. The discussion covers the cautious optimism surrounding the deal, the lack of detailed specifics, and the potential for improved business confidence and investment. The video concludes with a future outlook, considering election-related uncertainties and the possibility of economic growth in 2020.

What concerns does the speaker express regarding the details of the trade deal?

In what ways does the speaker suggest that business confidence might improve?