Market Looking for Incremental Progress on Trade, Says Whittier Trust’s CIO

The video discusses the market's expectations for Federal Reserve rate cuts in 2019, with a focus on the July, September, and December meetings. It highlights the Fed's perspective on using rate cuts as a precaution against economic downturns, particularly in light of subdued inflation and trade tensions. The ongoing trade war is analyzed, emphasizing its long-term nature and the shift from trade imbalances to technological and economic dominance. The video concludes with a discussion on the future of trade agreements, noting that key issues like intellectual property and technology transfer remain unresolved.

What are the market expectations for the Federal Reserve's actions in July and September regarding rate cuts?

How does the current inflation situation influence the Federal Reserve's decision-making on rate cuts?

In what ways might the outcome of the G20 meeting impact the Federal Reserve's actions?

What factors contribute to the perception that the trade war will be a long and protracted process?

What are the key issues that remain unresolved in the context of the trade war, according to the text?