Federated Investors Doesn’t See a U.S. Recession in 2019

The video discusses the potential for a recession in 2019, highlighting the impact of trade uncertainty and Federal Reserve policies. It examines the slowdown in earnings growth and its implications for the market, emphasizing the need for reassurance beyond data. The discussion also covers the effects of China trade negotiations on the global economy and the importance of political impetus for a resolution. Investment strategies are explored, considering the risks and opportunities in a non-recessionary pullback versus a recession scenario.

What is the main concern regarding the economic outlook for 2019?

• High inflation rates

• Uncertainty around trade and Federal Reserve actions

• Rising unemployment

• Decreasing consumer spending

How is the earnings growth expected to change compared to last year?

• It will decrease to negative growth

• It will slow down

• It will remain the same

• It will increase significantly

What is the expected range for earnings growth this year?

• 15 to 20%

• 10 to 15%

• 5 to 10%

• 0 to 5%

What is one of the major impacts of unresolved trade issues with China?

• Strengthened tax reforms

• Uncertainty in US company investments

• Higher global growth

• Increased consumer confidence

What is the potential outcome if trade negotiations with China are successful?

• A reduction in tax benefits

• A green light for companies to invest

• A rise in inflation rates

• A decrease in global market confidence