JPMorgan AM's Craig on Global Markets

The video discusses the unexpected announcement by the Bank of Japan (BoJ) regarding its bond buying and yield curve control, which has implications for bond yields and currency movements. It also covers the Federal Reserve's strategy on interest rates and inflation, predicting a path of higher rates with a potential pause. The market outlook for 2023 is explored, with a focus on stocks, bonds, and investment strategies, emphasizing quality and caution in equities.

What are the expectations regarding inflation and its impact on central bank policies?

How might the unemployment rate affect the Fed's approach to interest rates?

What is the significance of the 'quality bias' in investment strategies for 2023?