Deepblue CIO on Fed's 2019 Path, Bond Yields

The transcript discusses the Federal Reserve's potential policy changes for 2019, including a shift from a dovish to a hawkish stance. It highlights the Fed's unofficial focus on the S&P 500, driven by President Trump's influence, and its implications for the US economy. The discussion covers the impact of the equity market on GDP growth and the challenges in forecasting the Fed's rate hikes. The transcript concludes with an outlook on the bond market and expectations for US economic data.

What is the speaker's perspective on the Federal Reserve's current pace of rate hikes?

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According to the speaker, when might we expect to see a soft patch in US economic data?

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