U.S.-China Trade Deal Likely, But Watch Dollar, Chillingworth Says

The video discusses two major themes for investors: the Federal Reserve's policies and US-China trade tensions. It suggests that a trade deal is likely but may not resolve all issues, particularly intellectual property rights. The strong dollar is seen as a headwind for US companies, but short-term dollar softening is expected due to dovish Fed policies. However, renewed trade tensions could strengthen the dollar again. China's economic response to stimulus is anticipated to show improvement from the second quarter onward.

What are the potential consequences if trade tensions escalate again?

What is the speaker's prediction for China's economy in relation to stimulus measures?