UBS' Andersen: Fed Will Likely Move in June

The video discusses the Federal Reserve's dual mandate, focusing on employment and growth, and its cautious approach to rate hikes. It analyzes the stability of yields and the dollar, considering market expectations. The impact of global inflation on central banks like the Bank of England and ECB is explored, with a focus on potential rate hikes. The video also examines the movement of sterling post-Brexit and UK economic indicators. Finally, it provides an outlook on global equities, considering valuation metrics and earnings growth.

What is the outlook for the Bank of England's monetary policy in 2017?

How are global equities expected to perform despite high valuation ratios?