Camporeale: State of U.S. GDP Looks Pretty Good

The video discusses the current state of the economy, focusing on jobless claims, durable goods, and retail sales. It analyzes the impact of the recent elections on economic trends, highlighting the potential for above-trend GDP growth. The discussion extends to global market dynamics, including the US equities, Japan's currency situation, and emerging markets. The video also explores the implications of US policy changes under the new administration, particularly regarding trade policies. Finally, it addresses investment strategies, emphasizing the drawbacks of holding cash in portfolios due to inflation.

In what ways do emerging markets differ in risk between debt and equity markets?

What concerns are raised about holding cash in a portfolio during inflationary periods?