Fed Unlikely to Cut Rates This Year: Principal Global's West

The video discusses the current challenges in the credit market, noting that while a recession is not imminent, credit spreads are tight, suggesting a cautious approach with a focus on investment-grade assets. The speaker also addresses the outlook for monetary policy, indicating that the Fed is unlikely to cut rates in 2019 unless trade issues worsen significantly. The potential for growth in the second half of the year and the impact of trade resolutions on inflation and interest rates are also considered.

What are the implications of the current credit cycle for growth?

How does the tightness of spreads affect investment strategies?

What factors could lead the Fed to change interest rates in 2019?

What is the current stance of the Fed regarding rate cuts?

What potential outcomes could arise from the resolution of trade issues?