Roland on the U.S. Markets

The video discusses recent economic events, including the emergence of a new variant and its potential impact on inflation and supply chains. It highlights mixed economic data, with disappointing job growth but strong service sector performance. Investment strategies are suggested, focusing on equities and bonds, while considering market volatility. The role of the dollar as a counterweight to market volatility is examined, along with the implications of interest rate hikes and the yield curve on Fed policy.

What uncertainties are mentioned regarding the amacan variant and its potential impact on inflation?

What is the significance of the mixed data in the US economic backdrop?

How has the jobs market changed according to the recent data?

How does the dollar act as a counterweight to equity market volatility?

What factors are contributing to the current state of the yield curve?

What challenges does the Fed face in raising rates in a decelerating growth environment?

What are the implications of a potential inverted yield curve?