Switch to an Underweight Position in U.S. Equities, Says Saxo Bank's Creagh

The video discusses the swift market reactions to the arrest of Huawei's CFO, highlighting the ongoing tensions between the US and China despite a recent trade truce. It emphasizes the current lack of clear market trends and the challenges investors face due to uncertainties in US growth and corporate earnings. The discussion also covers potential investment strategies, suggesting a shift from US equities to emerging markets, anticipating changes in US inflation and interest rates, and the impact of Chinese economic stimulus measures.

What are the anticipated effects of the US interest rate trajectory on emerging markets?

In what ways might China's economic stimulus measures influence global markets next year?