BlackRock Sees Fed Pause for at Least First Half of 2019

The video discusses the importance of hedging costs for European investors and the impact of a strong dollar on US multinationals. It highlights the challenges posed by US debt and predicts a medium-term depreciation of the dollar. The Fed's cautious approach to interest rates, influenced by inflation and oil prices, is examined. The video concludes with a global economic outlook, emphasizing lower interest rates for an extended period.

What factors should a European investor consider when looking for coupons?

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How does the strength of the dollar impact US multinationals?

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What are the implications of the US debt mountain on the currency?

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What is the current outlook for the dollar in the medium term?

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How might inflation trends affect the Federal Reserve's actions?

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