Main Street AM's Gibbs on Markets, CPI

The transcript discusses the impact of the Federal Reserve's rate hikes on the market, emphasizing the need for a significant drop in core prices to shift market sentiment. It explores the potential continuation of the market rally, the influence of fundamentals, and the performance of stocks amid an earnings recession. The discussion also covers global market trends, with a focus on Japan, and the hesitancy towards emerging markets and China due to current risks.

What are the reasons for the preference towards Japan over Europe in current market conditions?

What risks are associated with investing in China and commodities at this time?