Nuveen on Global Markets

The video discusses the potential for international markets to outperform the US due to geopolitical stability, a weaker dollar, and proactive monetary policies. Emerging markets, particularly in Asia and Latin America, are highlighted as promising due to favorable economic conditions. The weakening dollar is expected to benefit these markets, while the US faces an earnings recession. Inflation and interest rates remain concerns, with the Fed unlikely to pivot soon. China's economic recovery is crucial for emerging markets, with consumer participation and regulatory easing being key factors.

Which of the following is NOT a reason for the potential outperformance of international markets over the US?

• Reopening of China

• Geopolitical stability

• Stronger dollar

• Proactive monetary policies

What is the expected impact of a weakening dollar on emerging markets?

• It will be a headwind for emerging markets.

• It will have no impact on emerging markets.

• It will be a tailwind for emerging markets.

• It will cause emerging markets to underperform.

What is a major concern for US companies regarding revenues as inflation moderates?

• Decreased competition

• Loss of pricing power

• Stable pricing power

• Increased pricing power

What is the potential risk if markets continue to keep interest rates elevated?

• Stable economic growth

• Increased inflation

• Policy mistake and recession

• Economic boom

What is a key factor that could prevent the US from reaching its inflation target?

• Strong economic growth

• High unemployment

• Low consumer spending

• Sticky inflation in wages and shelter

How is China's reopening expected to impact emerging markets?

• Have no impact on emerging markets

• Cause emerging markets to stagnate

• Negatively impact emerging markets

• Positively impact emerging markets

What is a positive sign for China's economy in the context of emerging markets?

• Broad consumer participation

• High inflation rates

• Increased regulatory pressure

• Decreased luxury goods sales