Now Going Short Duration on U.S. Treasuries, Long Cash, Says UBS’s Zuercher

The video discusses the impact of trade headlines on market direction, focusing on the potential for a trade deal between the US and China. It highlights the role of tariffs and the central bank's response. The discussion shifts to Treasurys and portfolio strategies, suggesting a short duration on the US Treasury curve and moving into cash. The G20 meeting's potential impact on investments is analyzed, with a focus on risk and opportunities in cyclical and defensive sectors.

What investment strategy is suggested for the next couple of weeks?

What potential outcomes are anticipated from the G20 meeting regarding trade?