JPMorgan Sees Bearish Outlook for Bonds as Fed Stays on Rate Path

The video discusses the Federal Reserve's considerations of financial conditions, including interest rates and the equity market. It examines the impact of global and US economic slowdowns on the Fed's tone and explores trade concerns as a supply shock affecting growth and inflation. Jay Powell's comments and the market's reaction are analyzed, along with the effects of a dollar surge on financial conditions and Fed policy. Finally, the video speculates on investment opportunities in Latin and oil currencies for 2019.

What are some of the components the Fed considers when assessing financial conditions?

• Social media influence

• Cryptocurrency trends

• Global warming

• Interest rates and mortgage rates

How does the Fed view trade concerns in terms of economic impact?

• As a demand shock

• As a supply shock

• As a technological advancement

• As a political issue

What might give the Fed more confidence in growth despite trade concerns?

• Increased tariffs

• Removal of the supply shock

• Decreased consumer spending

• Higher unemployment rates

How did the market react to Jay Powell's comments according to the transcript?

• With an overreaction

• With a calm acceptance

• With complete indifference

• With a positive outlook

Which currencies are seen as having investment opportunities in early 2019?

• Cryptocurrencies

• Asian currencies

• European currencies

• Latin and oil currencies