Thornburg IM's Klingelhofer on Markets and Strategies

The video discusses the significance of US-China relations on global markets, emphasizing the role of the Federal Reserve and central banks in managing inflation. It explores the short-term impact of trade tariffs and the potential financial decoupling between China and the US, highlighting the importance of ADR markets. The video concludes with expectations from an upcoming Federal Reserve meeting, considering possible interest rate hikes to combat inflation.

What challenges does China face regarding social unrest and economic growth?

What are the potential outcomes of the upcoming Fed meeting as discussed?