InvestSMART's Lucas Discusses Fed Policy, U.S. Economy, Stocks

The video discusses Morgan Stanley's forecast of two Fed rate hikes in 2019 and the potential shift to a more dovish path. It examines the impact of Fed policy on emerging markets and the U.S. economy, highlighting the possibility of slower growth and market repricing. The discussion also covers the Fed's monetary policy outlook, including potential rate rises and economic implications, and concludes with an analysis of market conditions and expectations for 2019.

What is the speaker's view on the U.S. economy's strength and monetary policy?

What are the expected total returns on the S&P and Dow next year according to the speaker?