JPMorgan’s Hui Is Optimistic on Risk Assets Over Course of 2019

The video discusses the market's reaction to poor PMI data and the Federal Reserve's dovish stance, leading to a sell-off. It examines the yield curve inversion as a recession indicator and suggests balanced investment strategies. Despite global growth concerns, opportunities in emerging markets and corporate debt remain attractive, with low recession risk in 2019 and early 2020.

What is the speaker's outlook on the likelihood of a recession in 2019?

How does the Federal Reserve's stance affect emerging markets according to the text?