What's the Biggest Risk: Rate Hike or Russia?

The transcript discusses the major threats to the market, focusing on potential rate hikes by the Fed and geopolitical tensions involving Russia. Analysts debate the impact of these factors on asset valuations and market reactions. The discussion also covers the Fed's potential actions in response to economic conditions, the outlook for the US economy, and the role of safe haven assets like gold and the dollar. Emerging markets and currency risks are also analyzed, with a focus on their volatility and potential as safe havens.

What are the implications of inflation trends on the Fed's policy decisions?

What factors contribute to the volatility of the housing market as discussed?

How do emerging market equities compare to traditional safe havens in the current economic climate?