Investing in a Post-Brexit World

The video discusses the limited impact of Brexit on global investment strategies, emphasizing that it is primarily a local UK issue. It highlights the importance of US yields as an anchor for investment opportunities, particularly in US credit. The discussion also covers the stress on financial institutions, especially in Europe, and the potential for contagion. The video examines the relationship between wage growth, inflation, and corporate profits, noting the importance of economic growth accompanying wage increases. Finally, it highlights positive signs in US consumer spending and economic indicators.

What is the impact of Brexit on the UK economy according to the text?

How do US yields influence investment decisions as mentioned in the text?

What concerns are raised about potential contagion in the financial markets?

What indicators are suggested to watch for consumer spending trends?

What is the overall sentiment regarding US consumer spending in the second quarter?