BofAML's Morriss Sees a Fed Hike in December and 3 in 2019

The video discusses the monetary policies of the BOJ, Fed, and ECB, highlighting the uncertainties and challenges of unwinding quantitative easing. It examines market reactions to economic changes, including the S&P 500's volatility and expectations for a December rate hike. The video also analyzes US economic indicators, such as GDP growth and labor market conditions, emphasizing the importance of monitoring these factors for future economic stability.

In what ways do external shocks, like the trade war, affect market expectations?

What implications does the slowdown in business spending have for the US economy?