JPMorgan’s Craig Sees a Moderation in Global Growth over 2019

The video discusses the global economic outlook, highlighting potential easing in regions like Australia, New Zealand, South Korea, and India. It notes signs of stabilization in global growth, with better-than-expected economic data from the US and China. The focus is on monetary policy patience and fiscal stimulus, particularly in Australia and Europe. Despite market rallies, there are concerns about risks and investor sentiment. The discussion concludes with an analysis of market valuations, suggesting a neutral view on bonds versus stocks, with a preference for credit markets.

What does the outlook for global growth suggest for the next 12 months according to the text?

How does the economic data from the US indicate growth in the first quarter?

What factors are contributing to the current bond yields as described in the text?

What are the concerns mentioned regarding the current market environment?

What is the view on the allocation towards equities versus bonds?