Fed Will Hike Rates 4 Times in 2022: Nomura's McCafferty

The transcript discusses the anticipated Fed rate hikes and their potential impact on the stock market, particularly focusing on companies with high valuations. It contrasts the US market with the more insulated Asian markets, highlighting the influence of the PBOC in China. The discussion also covers the semiconductor industry, noting the valuation differences between US and Asian tech companies.

In what ways are Asian markets insulated from the Fed's influence compared to US markets?

What is the significance of the earnings reports from companies like SK Hynix and Samsung Electronics?