Fed Wont Move Until 2nd Half of 2015: Morganlander

The video discusses the Federal Reserve's stance on interest rates and inflation expectations, highlighting the impact on corporate earnings and pricing power. It explores potential wage inflation influenced by government policies and examines Walmart's business model amidst economic changes. The discussion also covers investment strategies in light of market conditions and the strong dollar's effect on multinational companies.

How does the underemployment rate affect wage inflation?

What factors are contributing to the current inflation expectations?

How might corporate earnings be influenced by inflation expectations?

What impact do minimum wage increases have on consumer spending?

What are the implications of rising fuel costs on Walmart's business model?

In what ways could a stronger dollar affect multinational companies?

What strategies should investors consider in light of the current economic conditions?