TPW Advisory's Pelosky on Fed Policy, Markets

The video discusses market dynamics, focusing on the impact of rumors and the Fed meeting. It highlights global growth prospects, particularly the Asian reopening, and China's economic outlook. The discussion includes market transitions from liquidity to earnings-driven markets and geopolitical tensions between the US and China, emphasizing regional integration and technological separation.

What is the market's traditional approach to rumors and news?

• Sell the rumor, buy the news

• Buy the news, sell the rumor

• Buy the rumor, sell the news

• Ignore the rumor, focus on the news

What is a key factor in the global economic growth story?

• European lockdowns

• Asian reopening

• African market expansion

• US monetary tightening

What is the theme for China's economic outlook in 2022?

• China slowdown

• China stagnation

• China glidepath

• China recession

What is the term used to describe the regional integration in Asia, Europe, and the Americas?

• Multipolar world

• Tripolar world

• Bipolar world

• Unipolar world

Which sector in the US has outperformed the tech sector year to date?

• Real Estate

• Finance

• Energy

• Healthcare

What is the expected yield for the 10-year US Treasury by mid-next year?

• 3%

• 4%

• 1%

• 2%

What is driving the separation between countries and regions in technology?

• Monopolization

• Globalization

• Splinternet

• Decentralization