Maitri: Still Bullish On Equities Relative To Bonds

The video discusses the current market conditions, highlighting the risks posed by central bank policies, US-China relations, and economic indicators like US payrolls. It emphasizes the challenges of supply-led inflation and the cautious approach central banks must take. The discussion also covers the potential impact of tapering and the importance of economic data in shaping monetary policy decisions.

What is the significance of the upcoming US payrolls report mentioned in the text?

What are the potential consequences of raising rates in the current economic environment?