US Inflation Will Peak Some Time in This Quarter: Tantia

The video discusses market expectations regarding the Federal Reserve's policy and potential rate hikes. It explores the likelihood of inflation peaking and the impact on economic growth, highlighting the low risk of recession due to the recovering service economy. Investment strategies are suggested, focusing on equities, particularly tech stocks and the Chinese market. The video also examines inflation indicators and market timing, and explores opportunities in the bond market, emphasizing investment-grade and emerging market bonds.

What factors are influencing the expectation of inflation peaking this quarter?

How does the speaker view the risk of recession in relation to the service economy?

What is the speaker's perspective on investing in tech stocks and China equities?

What indicators does the speaker suggest to determine if inflation is peaking?

What is the speaker's outlook on the bond market and the types of bonds they recommend?