Morgan Stanley Looks to EM for 2019 as U.S. Slows

The video discusses the economic outlook for Europe and the US, highlighting the potential for Europe to outperform the US in 2019. It examines the volatility in European bond spreads and the impact of political uncertainties in Italy and the UK. The US economy is expected to slow down, with a potential pause in Fed rate hikes, affecting the dollar and emerging markets. The risk of a US recession is considered, with a focus on market dynamics and the deceleration of earnings growth.

How does the speaker perceive the relationship between market pressures and political adjustments?

What is the expected trend for the European economy in relation to the US economy next year?

What are the implications of a potential slowdown in US growth for the Federal Reserve's actions?

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

What does the speaker predict about earnings growth in the S&P 500 for the next year?