Which Assets Entice Amid Trade Tensions?

The video discusses the temporary strength in the US Treasury market and the Japanese Yen, suggesting that short to medium-term equities may perform better. It highlights the fading credit in non-cyclical domestic firms and the attractiveness of equities and corporate bonds. The video also compares Airbus and Boeing, noting potential yield expectations in euros and dollars. Finally, it advises adopting a defensive strategy due to an underappreciated global growth slowdown.

What factors are contributing to the strength in the US Treasury market?

How does the speaker view the performance of short to medium term equities?

What is the speaker's perspective on credit and non-cyclical domestic firms?

What comparison is made between Airbus and Boeing?

What does the speaker suggest about global growth and its current perception?