Growth Is Fading Globally, Says Hermes' Dall'Angelo

The video discusses the global economic growth debate for 2019, focusing on the declining growth in China and the eurozone, and the potential repricing of growth expectations. It highlights the slowing US economy, the absence of further fiscal stimulus, and the lingering risks of protectionism. The discussion also covers market predictions, including the possibility of Fed rate cuts in 2020, and the expected rate hikes in December 2019. The overall sentiment is that global growth is fading, and markets are adjusting accordingly.

What are the implications of the falling GDP in China and the eurozone for global growth in 2019?

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Discuss the factors contributing to the repricing of growth expectations for 2019.

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How might the US economy be affected by the absence of additional fiscal stimulus in 2019?

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What does the bond market's prediction of Fed cuts in 2020 indicate about market expectations?

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What are the potential consequences of the Fed's rate hikes in December and beyond for the US economy?

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