Too Early to Be Cashing Out of Equity Markets, Says JPMorgan Chase’s Sullivan

The video discusses the challenges faced by the Federal Reserve in a weak global economic environment, highlighting low manufacturing PMIs and trade tensions. It explores inflation trends, the yield curve inversion, and their implications for economic growth. The discussion extends to equity markets, emphasizing the importance of not selling risk prematurely. The video also covers emerging markets, particularly in Asia, and the impact of trade dynamics and regional economic trends.

In what ways is the Fed attempting to reset inflation expectations according to the discussion?

What factors are contributing to the current state of emerging markets as discussed in the text?