BlackRock Sees Fed Pause for at Least First Half of 2019

The video discusses the importance of hedging costs for European investors and the impact of a strong dollar on US multinationals. It highlights the challenges posed by US debt and predicts a medium-term depreciation of the dollar. The Fed's cautious approach to interest rates, influenced by inflation and oil prices, is examined. The video concludes with a global economic outlook, emphasizing lower interest rates for an extended period.

What is a key consideration for European investors when looking for coupons?

• Currency translation

• Hedging costs

• Interest rates

• Stock market trends

What percentage of S&P 500 earnings comes from overseas?

• 50%

• 30%

• 40%

• 20%

What is a major concern for the US economy in terms of currency stability?

• Trade deficits

• Debt mountain

• Interest rates

• Inflation

What is the Federal Reserve's current stance on interest rates?

• Aggressive hikes

• Immediate hikes

• Immediate cuts

• Pause and patience

What is the expected trend for interest rates in developed markets?

• Volatile

• Lower for longer

• Higher for longer

• Unchanged