Need to See Some Repricing of Global Stock Markets, Says Natwest’s McCormick

The video discusses the potential for the Federal Reserve to cut interest rates, with market expectations of up to three cuts by year-end. It examines the impact of US retail sales data on bond market pricing and the challenges faced by central banks amid global economic uncertainties, including the trade war. The discussion highlights risks in global stock markets and the manufacturing cycle, as well as the implications of negative real yields on sovereign debt and fiscal opportunities.

What did Chicago Fed President Charlie Evans suggest might be necessary to get inflation up?

How many basis points of rate cuts are expected this year according to the discussion?

What concerns does the Fed have regarding global uncertainties?

What is the significance of the gap between asset markets and global growth?

What opportunities and problems does negative real yield debt present for investors and governments?