HSBC's Sels Is Overweight U.S. Equities for 2019

The video discusses Jerome Powell's comments on patience and flexibility, which caused some market reactions. It covers market expectations for interest rates, predicting one rate hike in 2019. The US dollar is expected to appreciate due to interest rate differentials and global economic uncertainty. The video also analyzes US equities, highlighting a positive outlook for 2019 despite short-term concerns about earnings growth.

What is one of the main concerns of the market regarding Jerome Powell's comments?

• The trade policies

• The strength of the labor market

• The balance sheet details

• The possibility of multiple rate hikes

What is one factor that supports the US dollar's appreciation?

• Interest rate differentials

• High inflation rates

• Strong global economic growth

• Trade surplus

How does global economic uncertainty affect the US dollar?

• It weakens the dollar

• It has no effect

• It strengthens the dollar

• It causes the dollar to fluctuate wildly

What was a significant market event for US equities in the last months of 2018?

• A rise in interest rates

• A decline in labor market strength

• A significant correction in price-earnings ratios

• A surge in earnings growth

What is the expected earnings growth for US equities in 2019?

• 5%

• 15%

• 20%

• 10%