In 2020, U.S. Won’t Do as Well as it Did in 2019: State Street’s Metcalfe

The video discusses the current global market situation, highlighting reduced uncertainties but ongoing issues, particularly in Chinese indexes. It explores the potential for cyclical assets to catch up in value and the movement of funds from safe havens like the Japanese yen. The discussion also covers market risks, including recession concerns, and the possibility of the Fed raising interest rates due to strong economic data and inflationary pressures.

What factors contributed to the clearer picture in the market as mentioned in the text?

Which assets are suggested to be undervalued and in need of catch-up?

What are the potential risks mentioned for the markets in 2020?

How does the speaker view the relationship between central bank accommodation and market growth?

What is the outlook for the US economy in 2020 according to the speaker?