Gulf Investment’s Bertoni Doesn’t See Reason Fed Should Cut As Much as Markets Price

The video discusses the US economy's performance, the Federal Reserve's stance on interest rates, and the impact of global economic conditions. It highlights the ongoing US-China trade tensions and their geopolitical implications. The discussion also covers investment strategies, focusing on reducing exposure to US Treasurys and exploring emerging markets due to widening yield spreads and recession fears.

What percentage of GDP growth in the US is attributed to consumer activity?

• 80%

• 60%

• 50%

• 70%

What is the expected range for the 10-year Treasury rate by the end of the year?

• Above 2%

• Below 1.5%

• Between 1.75% and 2%

• Between 1.5% and 1.75%

What is the primary reason the speaker does not expect a significant impact on the bond market from a US-China trade deal?

• The US economy is too strong

• The deal is expected to be temporary

• The bond market has already adjusted

• The deal will not affect global politics

What is the current strategy regarding US Treasurys according to the speaker?

• Avoiding them completely

• Maintaining current levels

• Increasing exposure

• Reducing exposure

Which asset class is considered promising in the fixed income space?

• Real estate

• US Treasurys

• Corporate bonds

• Emerging markets