U.S. Growth Will Slow in 2019, Says Morgan Stanley's Ahya

The transcript discusses the anticipation of divergences due to the Fed's potential pause in its tightening cycle, the temporary halt in US-China tariffs, and its impact on global growth. It highlights China's need to address intellectual property issues and further liberalize its economy. The discussion also covers the Fed's neutral rate and the expected rate hikes, with a focus on the risks to the US economic outlook, including fading fiscal stimulus and ongoing trade tensions.

What are the anticipated divergences mentioned in the text?

How does the temporary halt in tariffs between the US and China affect global growth outlook?

What adjustments does China need to make to fulfill its promises?

What is the significance of Chair Jerome Powell's remarks regarding the neutral rate?

What are the risks to the US economic outlook as discussed in the text?