Harrison: Markets Are More Fairly Priced on the Fed

The video discusses recent market repricing, focusing on whether current prices are fair and the implications for asset allocation and emerging markets. It examines the Federal Reserve's gradual normalization strategy post-Trump election, highlighting the risks and feedback loops involving the dollar and global markets. The Fed's cautious approach is due to asymmetric risks and limited tools, with potential impacts on China and emerging markets.

What are the implications of the recent repricing in core rates on market expectations?

How does the teacher perceive the current asset allocation in emerging markets?

In what way has the Trump election influenced market themes according to the speaker?

What concerns does the Fed face regarding its risk profile?

What feedback loop is mentioned in relation to the dollar and emerging markets?