Cash Is Attractive Again, Axioma's d'Assier Says

The video discusses the Federal Reserve's potential pause or slowdown in rate hikes and its implications on the economy. It highlights the attractiveness of cash investments due to current interest rates and inflation levels. The discussion shifts to economic indicators in Asia, noting strong export numbers despite potential front loading. The video concludes with an analysis of how factors like tax cuts, tariffs, and Brexit are affecting economic data, and the changing consensus on the economy's outlook.

What is one reason people are considering cash investments attractive again?

• The stock market is booming.

• Cash investments now offer a return over 2%, matching inflation.

• Gold prices are at an all-time high.

• Real estate prices are falling.

Which countries are mentioned as having strong export numbers?

• Vietnam, Thailand, Malaysia, Indonesia

• India, China, Japan, South Korea

• Australia, New Zealand, Singapore, Philippines

• China, Japan, Taiwan, South Korea

What is one factor that is muddling economic data according to the transcript?

• The rise in global oil prices

• The increase in consumer spending

• The introduction of new technology

• The impact of tariffs and Brexit

What is the consensus about the economy's outlook until the middle of next year?

• The economy is expected to decline.

• The economy is expected to remain stable.

• The economy is expected to improve.

• The economy is expected to collapse.

What is the potential impact of 25% tariffs in January?

• It might cause an increase in export numbers.

• It could lead to a decrease in consumer prices.

• It could contribute to economic front loading.

• It might result in a reduction of interest rates.