Coutts CIO Says `Equities Could Do Very Well' in 2019

The transcript discusses the interplay between market sentiments and the economy, highlighting the risks of yield curve inversion and the concept of reflexivity. It examines the Fed's balance sheet management and the absence of quantitative easing in recent years. Historical market responses to Fed tightening, particularly in 1994, are analyzed to draw parallels with current market conditions.

What are the two elements mentioned that could impact investor sentiment?

How does the concept of reflexivity relate to markets and the economy?

What concerns do investors have regarding the Fed's balance sheet management?

In what way did the tightening of rates in the past affect equity markets?

What is the nightmare scenario mentioned regarding the Fed's actions?