Mehra: US Headline CPI to Tick Higher

The video discusses the economic situation in Japan, focusing on the yen's devaluation and its impact on competitiveness. It covers the Bank of Japan's monetary policy, emphasizing the need for a controlled currency devaluation. The discussion shifts to the US, analyzing CPI data and its implications for inflation and treasury yields. The video also explores US consumer spending, market trends, and potential impacts of China's developments on tech stocks.

What is the expected impact of the upcoming Apple iPhone launch on consumer behavior?

How do wage growth and CPI relate to the strength of the U.S. consumer?

What concerns are raised regarding the impact of China on U.S. tech stocks?