Overweight U.S. Treasuries, Saxo Capital Says

The video discusses the economic challenges faced by China, highlighting the resilience of equities despite demand destruction. It examines market complacency and the potential for volatility as new data emerges. The role of liquidity in investment strategies is emphasized, with a focus on hedging against risks. The video also covers currency trends and economic policy responses, particularly the impact on the Aussie dollar and US Treasurys.

What strategies should investors consider to hedge against potential economic risks?

What impact do you expect the virus outbreak to have on the labor market and economic policies?