BlackRock's Mateos y Lago Says Equities Are `Back on Track'

The video discusses the current environment for risk assets, highlighting strong growth in the global economy and corporate earnings, which supports equities. Despite a recent US CPI print, equities remain strong, indicating a positive market outlook. The video also examines the persistent decline in the dollar, driven by global economic rebalancing, as other economies recover and their currencies strengthen. This shift impacts portfolio management strategies, emphasizing the importance of understanding long-term economic cycles.

How does the speaker perceive the current state of the US economy compared to other economies?

What factors are contributing to the reallocation of assets to other economies as mentioned in the text?