We Still Like Stocks Over Bonds: Wells Fargo

The video discusses Wells Fargo's global asset allocation strategy, focusing on the impact of bond market changes and the Fed's rate hikes. It explores the Fed's challenge in managing inflation without hindering growth, the implications of a flatter yield curve, and potential economic outcomes. Additionally, it addresses geopolitical risks, particularly the Russia-Ukraine situation, and their effect on investor sentiment.

What factors could lead to a recession following a yield curve inversion?

How do geopolitical issues, such as the situation with Russia and Ukraine, impact investor sentiment?

What are the potential risks associated with persistent inflation?