JPMorgan's Bell Says Dollar Should Go a Bit Higher

The transcript discusses the implications of Donald Trump's agreement to the one China policy, reducing geopolitical tensions. It explores market predictions, focusing on earnings growth and the potential impact of tax reforms. The discussion also covers the expected rise in the dollar value and bond yields, with insights into Federal Reserve actions.

What is the significance of Donald Trump agreeing to the one China policy?

• It leads to a trade war between China and the US.

• It increases tensions between China and the US.

• It reduces the risk of conflict between China and the US.

• It has no impact on global markets.

What is Deutsche Bank's outlook on the S&P 500 for the year?

• A decline of 10%

• No change

• An increase of 13%

• A decrease of 5%

How are companies with high taxation bills performing compared to the S&P 500?

• They are not affected.

• They are underperforming.

• They are performing the same.

• They are outperforming.

What is the expected impact of potential US interest rate hikes on the dollar?

• The dollar will collapse.

• The dollar will increase in value.

• The dollar will remain stable.

• The dollar will decrease in value.

What is the Federal Reserve's potential plan for interest rate hikes this year?

• Three rate hikes

• Two rate hikes

• One rate hike

• No rate hikes