Fed Hasn't Got U.S. Economy Under Control Yet: K2 Asset AM

The video discusses the volatility in bond and equity markets, focusing on the challenges of predicting market movements. It examines the yield curve and the Federal Reserve's rate hikes, highlighting their impact on inflation and the labor market. The video also explores fiscal policy changes, such as the climate healthcare tax bill, and their effects on various sectors. Additionally, it provides an outlook on commodities and energy markets, emphasizing the importance of neutral positions amid volatility. Finally, it analyzes the Australian market, consumer sentiment, and the property space, noting high correlations with cash rates and mortgages.

What challenges do analysts face when trying to predict the direction of yields?

What are the potential consequences of a tightening labor market on the economy?

How does consumer sentiment impact discretionary spending in Australia?