HSBC's Rasco: Fed Will Lower Rates in 2020

The video discusses the current economic landscape, focusing on market growth, fiscal policy, inflation, and the role of the Federal Reserve. It highlights the uncertainties in fiscal policy and the impact of oil prices on inflation expectations. The discussion also covers the Fed's potential actions in 2019, the global economic environment, and the influence of European market trends. Key concerns include moderating growth, inflationary pressures, and geopolitical factors like Brexit.

What are the implications of fiscal policy on growth expectations for 2019?

What are the potential consequences of a trillion-dollar infrastructure plan on the deficit?

How does the current state of the treasury market reflect concerns about future fiscal policy?

What factors have contributed to the decline in inflation expectations recently?

How might the Federal Reserve's decisions in 2019 differ from those in 2018?

Discuss the potential impact of tariffs on inflation and wages in 2019.

What role does the global economic environment play in shaping U.S. Treasury yields?