Is a Fed Rate Hike in June or July Now Off the Table?

The transcript discusses the economic outlook and rate decisions in light of Brexit, analyzing its impact on UK polls and currency markets. It explores asset management strategies, focusing on equities and bonds, and examines global market dynamics, including central bank policies from the BOJ, ECB, and Fed.

What is one of the main challenges for policymakers when considering interest rate changes in light of Brexit?

• The uncertainty in poll results

• The volatility in the stock market

• The rise in global oil prices

• The stability of the US dollar

How does the speaker suggest asset managers should position themselves given the current economic outlook?

• Avoid US equities

• Overweight on emerging markets

• Neutral on equities relative to bonds

• Aggressively invest in European markets

What is the speaker's view on US equities in the context of a weaker US economic outlook?

• They should be avoided

• They are less preferred than bonds

• They are a safe haven

• They are too volatile

What complicates the outlook for the Bank of Japan according to the speaker?

• The strength of the euro

• The stability of the Chinese economy

• The timing of fiscal policies

• The rise in commodity prices

What was expected to be coordinated with a fiscal push in Japan?

• A new trade agreement

• A major policy announcement

• An increase in interest rates

• A reduction in taxes