Poole: Fed Will Raise Rates Very Slowly

The video discusses the Federal Reserve's interest rate strategy, highlighting a slow and conditional approach. It examines the scarcity issue central banks may face and the potential impact on global markets. The analysis covers US asset valuations, emerging markets, and recession probabilities. The video emphasizes the importance of strategic and tactical asset allocation, especially in volatile markets. It concludes with a discussion on OPEC's position and oil price forecasts, noting Iran's role and the expected stabilization of oil prices.

What factors does the speaker believe will influence the price of oil in the near future?

What is the strategic view on oil prices over the next 12 months as mentioned by the speaker?