Washington Crossing's Morganlander Sees Two More Rate Hikes in 2018

The video discusses the impact of rising interest rates on equities, suggesting a shift towards fixed income investments. It highlights a critical economic week with upcoming Fed minutes and tariffs between the US and China, affecting global trade and growth. The discussion also covers potential inflation increases and the Federal Reserve's response, emphasizing the complexity for investors in understanding global inflation trends.

What is the forecasted long-term return for equities mentioned in the video?

• 8-9%

• 10-12%

• 2-3%

• 5-6%

Why is the week considered critical from an investor's perspective?

• Due to a new tax package

• Because of trade tensions and Fed minutes

• Changes in corporate leadership

• Introduction of new technology

What is the potential impact of trade tensions on US multinationals?

• Reduction in sales to emerging markets

• Increase in domestic sales

• Higher profit margins

• Expansion into new markets

How might trade tensions affect US inflation according to the video?

• Inflation will not be affected

• Inflation may modestly increase

• Inflation will remain stable

• Inflation will decrease significantly

What is the expected action of the Federal Reserve in response to inflation trends?

• Maintain current interest rates

• Lower interest rates

• Raise interest rates

• Abolish interest rates