Fed Will Likely Pause in December, Says UBS' Issel

The video discusses market expectations, focusing on the Federal Reserve's potential actions and the economic outlook. It highlights a possible pause in December's rate hikes, influenced by softer US data and diminishing effects of tax cuts. The impact of a 25% tariff on US and China economies is analyzed, with China’s stimulus providing some buffer. The discussion also covers investment hesitance in the US, especially post-midterm elections, and the potential slowdown in economic growth.

What is the market's general expectation regarding the Federal Reserve's actions in December?

• A rate hike is expected.

• A pause in actions is anticipated.

• A rate cut is expected.

• No change is expected.

How does the 25% tariff impact the US and China according to the analysis?

• It only affects China's economy.

• It has no significant impact.

• It benefits both economies equally.

• It requires a greater GDP deduction for the US than China.

What role does China's economic stimulus play in the context of the tariffs?

• It worsens the US economy.

• It exacerbates the economic impact.

• It has no effect.

• It buffers the economic impact.

What is the expected trend in US investment following the midterm elections?

• No change is expected.

• A slowdown is expected.

• A slight increase is expected.

• A significant increase is expected.

What is the anticipated change in US consumption and investment compared to two weeks ago?

• Investment will increase, consumption will decrease.

• Both are expected to increase.

• Both are expected to decrease.

• Consumption will increase, investment will decrease.