Kapstream Capital's Goldman Sees 'Zero to One' Fed Hike in 2019

The video discusses the Federal Reserve's potential rate hikes in 2019, emphasizing that decisions will be data-dependent. It highlights the lack of significant inflation and tempered market expectations. The discussion shifts to market volatility, the impact of wage gains on inflation, and the outlook for equity markets. The speaker notes that while corporate profitability remains strong, central banks are likely to keep interest rates low, creating a favorable environment for equities.

What is the significance of inflation expectations in the context of the US economy?

Discuss the impact of global central banks on interest rates and economic conditions.