Eastspring's Emerging Equity Team Finding Lots of Stocks It Favors, Graham Says

The video discusses the current market sentiment, focusing on bond bears and the volatility in US Treasury positions. It examines the implications of a steeper yield curve, indicating strong economic growth and its impact on equity markets. The discussion shifts to inflation and the Federal Reserve's rate hike strategy, with a focus on future economic policy. Stock market forecasts are analyzed, highlighting the effects of tax cuts on corporate earnings. Finally, the video explores investment strategies in emerging markets, considering trade tensions and value investing opportunities.

What are the current concerns regarding US Treasury's net short positions?

How does the current yield curve reflect the state of the economy?

What impact does strong wage growth have on the Federal Reserve's decisions?

In what ways are corporate earnings expected to change in the coming year?

What factors should investors consider when evaluating emerging markets compared to U.S. markets?