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.
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
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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