Here's your summary from Geopolitical Risks Rising, Says HSBC's Joe Little (https://www.youtube.com/watch?v=lfU-Jwq26bM) on the Bloomberg Television channel:

### TLDR:

Geopolitical risks are rising, leading to a cooling off of growth trends in the US, impacting bond and stock markets.

### Key Points:

1. Weaker macroeconomic data in the US is causing a reset in the bond market, leading to a shift in market rate expectations.

2. Core government bonds may outperform equity markets due to attractive yield levels and disinflation trends.

3. European stock markets are showing better economic momentum and profit growth, with a significant valuation discount compared to the US.

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