BlackRock's Harrison Says Market Underappreciating China's Slowdown

The video discusses the cues for monetary policy, focusing on asset repricing and global growth concerns. It highlights the slowdown in growth outside the US, particularly in China, and its impact on market performance. The US has been a key driver of global growth due to fiscal stimulus and CapEx, but there are concerns these may be peaking. The discussion also covers the potential repricing of treasuries and hints at the Fed's possible shift towards a less aggressive path of interest rate hikes.

What is one of the main factors discussed that might influence monetary policy?

• Repricing of assets

• Weather conditions

• Elections

• Technological advancements

Which region's economic slowdown is highlighted as being underappreciated by the market?

• China

• Europe

• India

• United States

What has been the main driver of global growth according to the transcript?

• European Union

• India

• China

• United States

What is the expected impact on US Treasuries due to global growth concerns?

• Increase in yields

• No impact

• Decrease in yields

• Support for Treasuries

What potential shift in Fed policy is hinted at in the transcript?

• More aggressive rate hikes

• Complete halt of rate hikes

• Increase in fiscal stimulus

• Testing neutral stance