Citi's Wieting Sees a Lot of Worry in Markets, Warns Policy Makers to Be Careful

The video discusses the current market positioning and concerns, particularly focusing on the Federal Reserve's actions and their impact on liquidity. It highlights the changes in monetary policy and the record-low global interest rates, suggesting a potential recovery path in 2020. The video also analyzes the stock market's performance, noting the gentle corrections and the influence of trade wars. Despite the challenges, there is optimism for marginal new highs in 2020, with a focus on credit risk, interest rates, and earnings. Policymakers are advised to be cautious to avoid derailing the recovery.

In what ways do you think monetary policy changes have cushioned the market?

What is your perspective on the potential for corporate profits recovery in the United States?