Dutta Says 'Markets Are Priced for a Recession' in 2019

The video discusses the economic outlook and market trends, focusing on the stock market's reaction to potential recession fears for 2019. It highlights the consensus on slower growth, the strength of the household sector, and the Federal Reserve's interest rate policy. The discussion also covers fiscal stimulus and its impact on the economy.

What is the speaker's view on the likelihood of a recession next year?

How does the speaker describe the current state of the household sector in the US?

What does the speaker say about the Federal Reserve's outlook compared to the equity markets?