Markets Take Trade Headlines with Grain of Salt

The video discusses the ongoing uncertainty in trade deal negotiations between the US and China, focusing on the elusive 'phase one' agreement. Market sentiment is cautious, with trust issues affecting investment strategies. Hedge funds are underperforming, and there's a focus on year-end strategies. The bond market shows potential opportunities, while the equity market outlook suggests careful risk management. The discussion includes insights from experts on market expectations and investment approaches.

What are the potential implications if the phase one trade deal is not reached?

In what ways might investors be adjusting their strategies in light of the trade deal uncertainty?