Equity Markets Don't Like Uncertainty: Columbia Management

The video discusses the impact of uncertainty on equity markets, highlighting that investors are cautious about trends and future cash flows. It covers market reactions to rate hikes, with warnings against chasing equity rallies. The Federal Reserve's data-dependent approach to inflation is examined, along with the challenges faced by central banks. The upcoming earnings season is expected to show cautious consumer behavior, with global hesitancy except in the UK, where energy crisis savings influence spending. Companies are managing higher capital costs and anticipating a demand slowdown.

What is the current stance of the Federal Reserve regarding rate hikes?

In what ways are companies managing costs in the current economic climate?