OECD Warns of Weakest Global Growth in Decade: BlueBay's Riley Reacts

The video discusses the global economic slowdown as projected by the OECD, focusing on the implications for interest rates. It highlights the Federal Reserve's shift in expectations, moving from anticipated rate hikes to actual rate cuts in 2023. The discussion also covers the economic adjustments required due to China's changing growth dynamics, particularly affecting Europe and emerging markets.

What does the term 'lower for longer interest rate regime' imply for the global economy?

How has the Federal Reserve's approach to interest rates changed this year?

What factors contributed to the shift in market expectations regarding interest rates in August?

What does the speaker suggest about the current outlook for risk assets and yields?

In what ways might the adjustment to a world where China is experiencing slower growth affect Europe and emerging markets?