GDP Growth: Will We See More in 2015?

The transcript discusses market predictions for 2015, focusing on growth rates, inflation, and the impact of oil prices on stock and bond markets. It highlights concerns about credit dislocation, particularly in high yield markets, and the potential risks posed by emerging markets' debt. The discussion also covers the US economy's relationship with global markets, emphasizing the limited impact of exports. Consumer confidence and spending trends are analyzed, with a focus on their influence on market trends and equity returns.

What are the implications of a potential fiscal stimulus plan for European markets?

What is the significance of consumer confidence in relation to economic growth?

How does the current state of mortgage credit compare to the period before the Great Recession?