China Shows Western-Style Recession Progression, BTIG's Emanuel Says

The video discusses global economic growth concerns, focusing on China's impact due to the trade war. It analyzes market reactions and predictions for future growth, highlighting JP Morgan's insights. The progression of China's economy is examined, noting its Western-style recession and market behavior. The discussion shifts to interest rates and their influence on global markets, particularly in Europe. Finally, strategies for sector exposure in Europe and China through U.S. cyclicals are explored.

Discuss the relationship between the 10-year yield and the potential for the S&P to reach 3000.

What sectors should investors focus on to gain exposure to Europe and China?