Here's your summary from Ecognosis On How to Trade the Fed (https://www.youtube.com/watch?v=wsb2ygbqg1M) on the Bloomberg Television channel:
**TLDR:** Trading advice on how to navigate the Fed's decisions, potential impact of US presidential election on fiscal policy and inflation, and insights on the Chinese economy and equity market.
1. **Trading the Fed:** Suggests waiting for interest rate cuts to buy equities, recommends investing in US government bonds for capital gains when rates are cut, and advises against predicting Fed actions due to unpredictable inflation numbers.
2. **US Presidential Election Impact:** Expects fiscal deficit increase regardless of winner, warns of inflation if Trump implements tariffs, and recommends buying defense stocks due to ongoing global tensions.
3. **Chinese Economy and Equity Market:** Notes Chinese economy's growth despite deflationary pressures, advises against buying Chinese equities until property sector stabilizes, and highlights disconnect between GDP growth and equity market performance.
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