Tribeca's Liu on Markets and Strategy

The video discusses market expectations for the year, focusing on tapering and economic variables like the Delta variant and inflation. It highlights the anticipation around Jackson Hole, market trends, and analyst predictions. The corporate earnings recovery is emphasized, with a focus on the US and Australian markets. The impact of the Delta variant and lockdowns on the Australian market is also explored, noting the resilience of the market despite uncertainties.

What factors are expected to influence the tapering discussion this year?

How has the Delta variant impacted economic recovery and market sentiment?

What are the expectations for corporate earnings in the upcoming reporting season?

Discuss the significance of the Jackson Hole meeting in relation to market policies.

What uncertainties are present in the current economic landscape according to the commentary?