JPMorgan’s Craig Sees a Moderation in Global Growth over 2019

The video discusses the global economic outlook, highlighting potential easing in regions like Australia, New Zealand, South Korea, and India. It notes signs of stabilization in global growth, with better-than-expected economic data from the US and China. The focus is on monetary policy patience and fiscal stimulus, particularly in Australia and Europe. Despite market rallies, there are concerns about risks and investor sentiment. The discussion concludes with an analysis of market valuations, suggesting a neutral view on bonds versus stocks, with a preference for credit markets.

What is the expected trend for monetary policies in regions like Australia and New Zealand over the next 12 months?

• No change in monetary policies

• Easing of monetary policies

• Tightening of monetary policies

• Introduction of new monetary policies

What is the primary focus for central banks in the current economic environment?

• Rapid monetary tightening

• Immediate fiscal stimulus

• Patient and cautious approach

• Aggressive rate cuts

Which economic indicators from the US and China suggest a better-than-expected growth in the first quarter?

• Government spending and exports

• Trade balance and inflation rates

• Inventories and retail sales

• Unemployment rates and housing starts

What is the general sentiment among investors regarding the current market environment?

• Concerned about market overvaluation

• Optimistic about continuous growth

• Confident in government interventions

• Indifferent to market changes

In the current market scenario, which investment strategy is preferred?

• Investing heavily in government bonds

• Leaning towards credit markets

• Diversifying into emerging markets

• Focusing on high-risk equities