What is the significance of the seven-day repo rate cut mentioned?
Lombard Odier’s Ahmed Sees a Lot of Headwinds for U.S. Assets in 2020
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Business, Social Studies
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Hard
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The video discusses the impact of US presidential risk on US assets, highlighting uncertainty and potential headwinds. It identifies opportunities in European cyclicals due to growth stabilization and negative pricing. The video also covers China's shift towards monetary stimulus, which could support emerging markets. Lastly, it explores the potential of copper bonds in Asia within a low yield environment.
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In what way could low yielding bonds in Asia perform well in the current environment?
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