Expect Quite a Deal of Volatility in Equities Into 2019, Says Carmignac Gestion's Crowl

The video discusses the current market expectations regarding the Federal Reserve's rate cuts, influenced by equity selling and economic indicators. It highlights the strong employment growth and the potential for a slowdown in growth. The discussion also covers the yield curve inversion and its historical link to recessions, with a focus on the Fed's neutral rate. Additionally, the video addresses market volatility, the role of quants, and the impact of technical levels on market trends.

What factors are contributing to the market's expectation of lower growth?

How does the speaker view the Fed's potential actions regarding rate cuts?

What historical trend is mentioned regarding yield curve inversions and recessions?

What does the speaker suggest about the relationship between market positioning and sell-offs?

What is the speaker's perspective on the volatility in the equity market?