Slower Growth Is Adjusting Its Way Into Markets, Says State Street’s Loh

The video discusses the trend of analysts trimming forecasts early in the season, indicating potential economic slowing as we approach 2020. It explores the debate between stock and bond markets, with stocks reaching highs and bonds at lows. The discussion includes the possibility of US Treasury rates reaching zero, comparing the US economic growth to other global economies. The influence of the Federal Reserve's policies on equities and market liquidity is also examined, highlighting the role of lower interest rates in investor decisions.

What does the trimming of forecasts by analysts indicate about their expectations for the market?

How does the current bond market perception differ from typical market behavior?

What factors contribute to the debate between stocks and bonds in the current economic climate?

In what ways does the US economic growth profile differ from other economies with negative yields?

What role does the Federal Reserve play in influencing market conditions according to the discussion?