Fed Unlikely to Hike Until Late 2023, TD Securities Says

The video discusses the ongoing geopolitical talks between the US and China, focusing on trade and tariffs. It analyzes the inflows into Chinese markets and the impact of regulatory measures. The discussion shifts to the US Federal Reserve's stance on inflation and tapering, highlighting market reactions. The importance of US retail sales data in shaping Fed decisions is examined. Finally, the video evaluates global carry trade opportunities amid rising US yields.

What are the key issues that are likely to be focused on during the talks between the two sides?

How do you think the inflows into Chinese equities and bonds will impact the market?

What factors might affect the attractiveness of equity markets in China?

How might inflation pressures affect consumer spending and the overall economic outlook?

In what ways could the Federal Reserve's tapering pace influence the markets?

What is the significance of the upcoming US retail sales data for the Federal Reserve's decisions?

What are the potential implications of higher US yields on carry trades?