In 2020, U.S. Won’t Do as Well as it Did in 2019: State Street’s Metcalfe

The video discusses the current global market situation, highlighting reduced uncertainties but ongoing issues, particularly in Chinese indexes. It explores the potential for cyclical assets to catch up in value and the movement of funds from safe havens like the Japanese yen. The discussion also covers market risks, including recession concerns, and the possibility of the Fed raising interest rates due to strong economic data and inflationary pressures.

What were the two major concerns in 2019 that contributed to market uncertainty?

• Oil prices and currency fluctuations

• Brexit and the trade war

• Inflation and unemployment

• Interest rates and housing market

Which type of assets are mentioned as needing to catch up in value?

• Real estate

• Cryptocurrencies

• Technology stocks

• Cyclical assets

What is a potential consequence of reduced need for safe havens?

• Higher demand for cash

• Increased gold prices

• Decreased treasury sales

• Selling of Japanese yen

What is one of the themes expected for 2020 regarding central bank policies?

• Reduction in interest rates

• Decrease in global trade

• Increase in inflation

• Central bank accommodation delivering growth

What is the outlook for the US economy in 2020 compared to the previous year?

• Expected to perform better

• Uncertain due to external factors

• Expected to perform worse

• Expected to remain the same