Forecasts of Slower Growth Will Impact Fed Policy, CIBC Says

The video discusses the impact of slowing growth on central bank policies, particularly the Fed and ECB. It examines market reactions, revenue views, and the pricing of equities, noting a significant slowdown but not a major recession. The discussion covers economic factors like trade wars, Brexit, and Chinese expansion, suggesting potential positive shifts. It concludes with an assessment of market pessimism and risks, emphasizing that while growth may not be strong, a significant downturn is unlikely.

What is the current trend in employment growth according to the video?

• Employment growth is weak in both the Eurozone and the US.

• Employment growth is strong in both the Eurozone and the US.

• Employment growth is strong in the Eurozone but weak in the US.

• Employment growth is declining in both the Eurozone and the US.

How does the market currently view the possibility of a recession?

• A rapid economic expansion is priced into equities.

• A major recession is priced into equities.

• No slowdown is priced into equities.

• A significant slowdown is priced into equities.

What factors have been driving the market down according to the video?

• Strong economic growth and low unemployment.

• Stable political environment and strong currency.

• Trade wars, Fed hawkishness, and concerns about Brexit.

• Increased consumer spending and high inflation.

What is the outlook for the global economy as discussed in the video?

• The global economy is expected to face a significant downturn.

• The global economy is expected to experience rapid growth.

• The global economy is expected to collapse.

• The global economy is expected to continue expanding reasonably well.

What is the market's sentiment as the year begins, according to the video?

• The market is overly optimistic.

• The market is slightly too bearish.

• The market is perfectly balanced.

• The market is extremely bullish.