Series of Fed Rate Hikes to Support Dollar in 2019, JPMorgan's Sullivan Says

The video discusses the market's response to the US midterm elections, highlighting a significant reduction in hedge fund exposure to the US market. It examines the economic growth outlook for 2019, noting the absence of tax cuts and limited infrastructure spending due to deficit concerns. The potential impact of legislative gridlock and areas of bipartisan agreement, such as infrastructure and pharmaceutical pricing, are explored. The video also projects US dollar strength and interest rate hikes through 2019, with a focus on the implications of a potential recession.

What are the potential limitations for economic growth in 2019?

What factors could influence the US dollar's strength moving through 2019?