Market Analysis

Market Insights Podcast: Trade Wars, Yield Curves, Government Shutdowns and Other Recent Client Questions

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Scott Botterman about recent common client questions.

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Scott Botterman about recent common client questions. Recorded February 1, 2019.

Timestamps:

00:50 – Common question themes
01:40 – Trade war fears
02:25 – Global manufacturing shifts
03:35 – Scaling tariffs
04:25 – Slowdown in China and global impact
06:55 – China's shadow banking
08:55 – China’s corporate liquidity crunch
10:55 – US rate hike fears
12:10 – Economic expansion and flattening yield curves
12:55 – Which yield curve is the best indicator?
15:20 – Economic impacts of the shutdown
17:35 – Political gridlock’s effect on stocks

Additional Resources:

Market Insights Podcast: Ken Fisher's 2019 Market Forecast
The Return of the Chinese Hard-Landing Ghost Story, MarketMinder, 01/04/2019
Checking In on the Yield Curve, MarketMinder, 01/25/2019

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*The content contained in this article represents only the opinions and viewpoints of the Fisher Investments editorial staff.