The performance of the US dollar significantly diverged from relative rate spreads.
The key political, macro and credit risks that insurers may want to address in 2019.
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
David Kelly, the Fed, interest rates
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