Complacency Around Omicron Is Key Risk for Markets: Bell

The video discusses the potential impact of Omicron on market volatility, the implications of rising bond yields on equities, and the challenges posed by inflation and economic sensitivity to interest rates. It also evaluates China's market outlook amidst COVID policies and considers the effects of Fed tapering on market resilience and household finances.

What are the potential risks associated with complacency around Omak?

What factors contribute to the difficulty in predicting inflation?

How do the current mortgage rates compare to those in 2007, and what implications does this have?

What is the significance of the zero COVID policy in relation to the economic outlook for China?

How might rising bond yields impact equity markets according to the discussion?

In what ways have household balance sheets changed compared to the pre-pandemic period?

What are the expectations for consumer spending in light of the current economic conditions?