U.S. Growth Will Be `Significantly Weaker' in 2020, SocGen Says

The transcript discusses the economic outlook for 2019, focusing on the US and European markets. It highlights the potential for weaker US growth and the impact of President Trump's policies. The European bond market is analyzed, noting disinflation and investor behavior. Global monetary policy trends are explored, with a focus on the ECB and potential leadership changes. The market's assumptions about future monetary tightening and the role of Chinese policymakers are also discussed.

What belief does the SoC Gen hold regarding the market opinion?

What factors are contributing to the expectation of weaker US growth in 2020?

How has President Trump's policies affected the economic cycle in the US?

What is the current sentiment regarding inflation in Europe according to the text?

What assumptions are being made about the future monetary policy of the European Central Bank?