Fed on Track to Continue to Raise Rates Into 2019, Says Macquarie's Lakos

The video discusses Macquarie's prediction of three to four rate hikes by the Fed in 2020, despite market expectations of zero. It highlights the influence of trade negotiations, Brexit, and US employment growth on these predictions. The analysis contrasts soft and hard data, noting negative trends since Trump's presidency. The video also examines US bond yields, indicating a shift from risk assets to defensives, and presents a contrarian view on global growth and market rates.

What is Macquarie's view on the number of rate hikes expected in 2020?

• No rate hikes

• Five or six rate hikes

• Three or four rate hikes

• One or two rate hikes

Which factors might cause the Fed to pause rate hikes according to the first section?

• Trade negotiations with China and Brexit

• US employment growth

• Inflation rates

• Stock market performance

What is the significance of US employment growth in the Fed's decision-making process?

• It has no impact

• It is a minor consideration

• It is a major driver for rate hikes

• It only affects rate cuts

What does the negative soft and hard data indicate according to the third section?

• Negative economic territory

• Stable market conditions

• Increased consumer spending

• Positive economic growth

How did the US 10-year bond yields move according to the third section?

• They fluctuated without a clear trend

• They decreased significantly

• They increased significantly

• They remained stable