BNP Paribas' Raychaudhuri Sees U.S. Dollar Peaking in 2Q of 2019

The video discusses the implications of the G20 meeting in Buenos Aires, focusing on the ongoing trade conflict and its potential long-term nature. It advises investors to remain cautious and defensive, suggesting high dividend yield plays and avoiding large US exporters to China. The impact of the Federal Reserve's policy on interest rates and the US dollar is analyzed, with predictions of potential rate hikes in 2019. The video concludes with an outlook on US economic growth, anticipating a slowdown in 2019 and 2020, which is not expected to surprise market watchers.

What concerns does the speaker express about the potential slowing of growth?

What are the expected growth rates for the US economy in 2019 according to the speaker?