BlackRock Looks to Treasuries in 'More Challenging' 2019 Markets

The video discusses the outlook for US Treasurys in 2019, highlighting a cautious yet balanced approach due to a global late cycle slowdown. It explores the correlation between bonds and equities, expecting a return to negative correlations driven by growth. The analysis also covers financial conditions, noting a shift towards neutral and potential Fed pauses, impacting emerging markets and interest rate expectations.

What evidence suggests that the US economy is starting to slow down?

What implications does the expected Fed pause have for emerging markets?