Will See Higher Levels in U.S. Equities in 2H, Says Wells Fargo’s Patel

The video discusses recent market trends, focusing on resistance levels and potential catalysts for growth. It analyzes the US economic outlook, highlighting the impact of the Fed's policy and low inflation. The discussion extends to global economic factors, including trade wars and Brexit, and their influence on growth. Finally, it explores opportunities in the fixed income sector, particularly in high yield bonds, due to low default rates and attractive returns.

What is the speaker's perspective on inflation and its impact on the economy?

What type of bonds does the speaker suggest will provide the best returns in the fixed income sector?