BMO Family Office CIO on Markets, Inflation

The transcript discusses the Federal Reserve's interest rate decisions and their impact on market expectations, emphasizing that a 75 basis point increase is likely. It explores investment strategies amid market volatility, highlighting the importance of staying balanced and focusing on long-term positives. The discussion also covers consumer spending trends, economic indicators, and the potential for US market growth compared to global challenges. Additionally, it examines the impact of dollar strength on exports and the possibility of US manufacturing growth.

How might consumer spending change in the upcoming months according to the discussion?

What challenges are faced by the US compared to Europe and Asia in the current market?

What potential changes in manufacturing infrastructure are suggested for the US?