Kempen Capital Favors Bonds Over Equities Amid Global Slowdown

The video discusses the cautious stance of investors on equities, comparing current sentiment to the financial crisis. It highlights the impact of manufacturing slowdowns on services and employment, with a focus on global trade tensions. The bond market's role in predicting economic trends is examined, alongside interest rate movements and their effect on dollar strength.

What implications does a slowdown in growth momentum have for the Federal Reserve's actions?

In what ways might the current economic conditions affect the strength of the dollar?