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 factors should a European investor consider when looking for coupons?

How does the strength of the dollar impact US multinationals?

What are the implications of the US debt mountain on the currency?

What is the current outlook for the dollar in the medium term?

How might inflation trends affect the Federal Reserve's actions?