Could See U.S. 10-Year Yield Move Lower, Says St. James’s Place’s Ralph

The video discusses the potential impact of trade deals and geopolitical events on equity markets, emphasizing the importance of corporate earnings, particularly in the US. It highlights investor sentiment regarding US-China relations and the pricing of potential outcomes. The discussion also covers US Treasury yields and the global economic outlook, noting that while a slowdown is possible, a substantial downturn is not expected unless unforeseen events occur.

What is likely to drive equity markets according to the discussion?

• Interest rate changes

• Trade deals between the US and China

• Corporate earnings outlook

• Geopolitical stability

What percentage chance do investors believe there is for a full resolution between China and the US?

• 15% to 20%

• 35% to 40%

• 25% to 30%

• 5% to 10%

Which geopolitical issue is mentioned as having a potential impact on markets?

• Venezuela's political crisis

• North Korea's nuclear program

• Brexit negotiations

• Iran's geopolitical situation

What was the US 10-year Treasury yield at the end of last year?

• 3.50%

• 2.50%

• 3.20%

• 4.00%

What is the expected economic outlook for 2020 according to the discussion?

• Stable economic growth

• A major recession

• A slight economic slowdown

• A significant economic boom