High Probably of Two U.S. Rate Hikes: Blais

The video discusses the US economic situation, highlighting unemployment and wage growth trends. It analyzes labor market data, noting the rise in unemployment and underemployment rates. The impact of these trends on equity markets and Federal Reserve policies is explored, with predictions on interest rate hikes. Investment opportunities in healthcare and tech sectors are identified, focusing on companies like Zimmer, Oracle, and Microsoft. The video concludes with insights into the adaptation of traditional tech companies to new technologies.

What was the official unemployment rate in the US as mentioned in the report?

• 4.5%

• 5.0%

• 4.8%

• 5.2%

According to Patrick Blaze, what is the likely impact of muted wage inflation on the Federal Reserve's actions?

• Tempered probability of rate hikes

• No change in interest rates

• Decrease in interest rates

• Increase in interest rates

What is the anticipated number of interest rate hikes according to the market's expectation?

• Two

• One

• Three

• Four

What is the expected long-term growth rate for the US economy according to the discussion?

• 1-2%

• 4-5%

• 2-3%

• 3-4%

Which sector is highlighted as having a pocket of opportunity due to regulatory insulation?

• Energy

• Finance

• Healthcare

• Technology

Which company is noted for its transformation and adaptation to the cloud?

• Accenture

• Oracle

• Microsoft

• IBM

Which company is mentioned as a major supplier of orthopedic products?

• Medtronic

• Stryker

• Zimmer

• Johnson & Johnson