Kramer Capital Research CIO on Fed, Markets

The video discusses the current market status, highlighting the impact of the COVID delta variant and the anticipation of tapering. It addresses concerns about US-China relations, the performance of the Russell 2000, and Amazon's market influence. The discussion shifts to infrastructure spending, emphasizing its positive impact on material stocks. Finally, it explores the risks associated with investing in the Chinese market due to regulatory issues and market trepidation.

What are the concerns regarding the delta variant of COVID in relation to the market?

How is the current state of retail sales impacting market sentiment?

What is the significance of the Russell 2000's performance in the current market context?

Discuss the implications of the $1.5 trillion infrastructure spending on materials companies.

What factors are contributing to the nervousness surrounding Chinese stocks?