The Fed Is Still 'Steady as She Goes': Hartman

The video discusses the shift in economic focus from jobs to inflation and how markets have reacted. It highlights the Fed's steady approach, with no immediate rate hikes expected. The discussion covers investment strategies, emphasizing US stocks, particularly in technology. The US economy's role as a global growth engine is examined, along with the impact of a strong dollar on exports. Emerging markets, especially China, are explored for investment opportunities, considering their current trading discounts and sector potential.

What are the main concerns regarding inflation mentioned in the text?

How did the markets react to the concerns about inflation and deflation?

What factors are influencing the Fed's decisions on interest rates according to the text?

What is the outlook for the US economy and its impact on global markets?

What opportunities are mentioned regarding investments in China?