Bloomberg Intelligence's 'Equity Market Minute' 10/9/2020

The video discusses the dominance of U.S. stocks in global markets and the potential impact of the election on global share prices. It highlights the relationship between the dollar's performance and global shares, noting that a weaker dollar often leads to better performance of non-U.S. stocks. The video also examines the role of trade in stock performance, with a focus on the impact of trade policy changes since 2018. It analyzes global stock indices, showing that U.S. stocks are a major driver of performance, while non-U.S. stocks struggle. The potential for a shift in trade policy post-election is discussed as a possible catalyst for global market rotation.

How did trade policy turmoil in 2018 affect global stock performance?

What potential impact could the election have on trade policy and global equities?