Merrill's Mukherjee Expects a U.S. Slowdown But Not a Recession

The video discusses current economic concerns, focusing on trade wars, central bank policies, and corporate earnings. It analyzes the impact of these factors on the US economy, forecasting a GDP growth of 2-2.5% in 2019. The discussion includes the influence of government policies and the Federal Reserve's role in shaping economic outcomes. Investment strategies are advised, emphasizing balanced asset allocation and a slight pro-risk approach, favoring equities over bonds.

How does the Federal Reserve's policy influence economic growth and market sentiment?

What are the recommendations for asset allocation in the current economic environment?

What concerns are raised regarding the economic situation in Europe?