How the Trade War Is Moving the Dollar

The transcript discusses the impact of trade concerns and a stronger dollar on the market, predicting a potential weakening of the dollar in the future. It highlights the economic outlook for the year, noting better growth in the second half and the effects of fiscal stimulus on GDP. The discussion also covers the yield curve, suggesting a flatter curve due to QE and Fed actions, and its implications for the economy.

What is a key factor that could indicate a shift in market risk according to the first section?

• Higher trade tariffs

• A weaker dollar

• Lower interest rates

• A stronger dollar

In the second section, what is identified as a significant contributor to GDP growth?

• Increased exports

• Higher government spending

• Rising consumption

• Lower unemployment

According to the second section, why might equities be considered attractive in the current market?

• Increasing inflation rates

• High bond yields

• Low corporate bond yields

• Decreasing dividend yields

What is the expected action of the Federal Reserve by the end of 2019 as mentioned in the third section?

• Cut interest rates by 100 basis points

• Hike interest rates by 100 basis points

• Maintain current interest rates

• Implement new quantitative easing measures

What is one reason the yield curve is flatter today, as discussed in the third section?

• Rising unemployment

• The QE effect

• Higher inflation rates

• Increased government spending