BNP Paribas WM Maintaining 'Overweight' Strategy on Global Stocks

The video discusses the current state of 10-year yields and market repricing, analyzing the US 210 yield curve and its implications for equities. It examines the impact of trade on the Chinese currency and economic outlook, highlighting potential risks to economic growth and strategic responses. The video outlines an equity strategy for 2020, expecting moderate returns, and provides a forecast for the Chinese currency, considering factors like global growth and Fed rate cuts.

What factors are contributing to the steepening of the US 210 yield curve?

How might the Chinese currency be affected by the phase one trade deal?

What are the potential risks that could change the outlook for economic growth in 2020?

What is the expected impact of Fed rate cuts on the market and the economy?

What are the expectations for global equity returns in 2020 according to the speaker?