State Street's Kassam Favors U.S. Equities, EM Debt

The video discusses the current state of global equities, highlighting the impact of trade tensions and the political dynamics between the US and China. It explores the potential of emerging market debt, influenced by the Fed's policies and the US dollar's performance. The discussion shifts to the preference for US equities, particularly large cap stocks, due to fiscal stimulus and international exposure. The video also covers fixed income strategies, noting the limited movement in yields and the role of cash as a strategic asset. The outlook for the Fed's policy is considered, with potential rate hikes contingent on trade resolution and economic indicators.

What is the expected trend for the dollar in 2019 according to the discussion?

What are the expectations for the Fed's actions in the second half of 2019?

How do trade talks influence the Fed's monetary policy decisions?