2019 Will Be More Difficult for Global Equities, Says Goldman Sachs' Moe

The video discusses the current state of global markets, focusing on the intersection of growth and interest rates, termed as 'growth rate JAWS'. It highlights the challenges faced by equities due to tightening financial conditions and slowing global growth. The discussion extends to the US dollar's strength, US-China trade tensions, and the impact of fiscal stimulus. Predictions for 2019 suggest subdued returns in equity markets due to slowing corporate earnings growth, with a focus on how much of this outlook is already priced into current valuations.

How does the speaker describe the relationship between global growth and interest rates?

Evaluate responses using AI:

OFF

What are the main factors contributing to the current state of global equities according to the text?

Evaluate responses using AI:

OFF

What is the expected growth rate for the US economy in the fourth quarter of next year?

Evaluate responses using AI:

OFF

What does the speaker suggest about the future of the dollar and its strength?

Evaluate responses using AI:

OFF

What are the implications of corporate earnings growth on market returns as discussed in the text?

Evaluate responses using AI:

OFF