TPW's Pelosky on Global Markets

The video discusses potential shifts in global markets, focusing on Japan and China. It highlights the possibility of a bull market for Japanese stocks due to changes in capital flows and yield curve control. The global consumer is deemed healthy, with no major imbalances, and China's reopening is expected to boost spending. Inflation concerns are addressed, with a focus on commodities and market positioning. The video suggests a shift from US equity leadership to global markets, emphasizing opportunities in non-US markets and commodities.

What concerns are raised regarding the inflationary impact of China's reopening?

How do you assess the potential for commodity prices in the current market?

What strategies should investors consider in light of the anticipated market shifts in 2023?