Switch to an Underweight Position in U.S. Equities, Says Saxo Bank's Creagh

The video discusses the swift market reactions to the arrest of Huawei's CFO, highlighting the ongoing tensions between the US and China despite a recent trade truce. It emphasizes the current lack of clear market trends and the challenges investors face due to uncertainties in US growth and corporate earnings. The discussion also covers potential investment strategies, suggesting a shift from US equities to emerging markets, anticipating changes in US inflation and interest rates, and the impact of Chinese economic stimulus measures.

What event added to the market's nervousness according to the first section?

• The arrest of Huawei's CFO

• A new trade agreement

• A rise in US corporate earnings

• A decrease in US inflation

What is the main challenge for US companies as discussed in the second section?

• Increasing competition from Europe

• Cost inflations and a strong US dollar

• Lack of technological innovation

• Decreasing consumer demand

What is the expected trend for US Treasury yields in the third section?

• They will increase significantly

• They will fluctuate unpredictably

• They will remain stable

• They will decrease

According to the third section, when is the potential growth leadership shift from the US to China expected?

• In the second quarter of 2020

• In the first half of 2019

• In the first quarter of 2020

• In the second half of 2019

What is the suggested investment strategy regarding US equities in the third section?

• Rotate out of US equities

• Maintain current investment levels

• Invest in European equities instead

• Increase investment in US equities