AllianzGI Says 2019 U.S. Earnings Growth Consensus `Too High'

The video discusses the Federal Reserve's expected rate hikes and the US economy's strong performance. It contrasts US market resilience with global market declines and explores the potential impact of political agendas on economic policies. The global economic outlook for 2019 is examined, highlighting the need for further stimulus in China and the effects of quantitative tightening. Reasons for the current stock market retreat are analyzed, including high-speed trading and regulatory impacts on market infrastructure.

What does the speaker predict about the global economy in 2019?

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What are the potential risks associated with high-speed trading according to the speaker?

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How does the speaker perceive the role of central banks in the current market environment?

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