China Stocks Valuations 'Too Attractive to Ignore,' Capital Dynamics CEO Says

The video discusses market predictions, focusing on the Federal Reserve's interest rate hikes and the dot plot. It analyzes the US job market, highlighting its strength and low unemployment rate. The video also examines inflation, breaking down the consumer price index into services and goods, and considers the impact of tariffs. Finally, it explores the US dollar's strength and potential opportunities in global markets, particularly in China.

What impact do tariffs and a tight labor market have on inflation according to the speaker?

What is the speaker's perspective on the Chinese market and its valuations?