SocGen's Bokobza on Markets Amid U.S.-China Trade Uncertainty

The video discusses the current market conditions, focusing on the uncertainty and volatility surrounding the S&P and the potential impact of trade negotiations between the US and China. It analyzes the probabilities of a trade deal and its effects on market valuation and bond yields. The discussion also covers corporate buybacks as a strategic response to market volatility and assesses the vulnerability of various assets, highlighting the differences between US and China equities.

What is the significance of the G20 territory mentioned in the text?

What strategies are suggested for corporate managers in the current market?

How are US equities performing compared to those in China and Japan?