Treasury Inversion Plan to Cause M&A Re-Assessment: Carey

The video discusses the impact of US government actions on large deals, particularly in healthcare, and how companies are reassessing their strategies. John Kerry, a portfolio manager, shares insights on investment strategies focusing on domestic businesses due to global risks. The discussion also covers market volatility influenced by geopolitical events, interest rates, and a strong dollar. The video concludes with an analysis of consumer spending trends, highlighting the effects of low commodity prices and the lack of wage inflation.

What factors does John Kerry believe will lead to a slowdown in big deals like those involving Pfizer?

How does John Kerry describe the current state of consumer sales and earnings trends in the US?

What concerns does John Kerry express regarding the potential impact of a stronger dollar on US companies?

In what areas does John Kerry see potential for wage growth despite the overall economic conditions?

What does John Kerry suggest about the relationship between commodities prices and consumer spending?