Pimco's Kiesel: Fed Moves Zero or One Time This Year

The video discusses the potential for a Fed rate hike, highlighting economic indicators such as job growth and wage increases. It examines Brexit's limited impact on the US economy and analyzes high yield returns. The discussion shifts to corporate bonds, noting their attractiveness amid negative yields globally. Investment strategies are explored, with a focus on consumer sectors and a move away from energy. The video concludes with insights into market protection as rates normalize and the housing sector's growth potential.

What impact does Brexit have on the US economy according to the speaker?

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What sectors are mentioned as favorable for investment in the current economic climate?

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