Port Shelter's Harris on Markets and Strategies

The video discusses the potential for the Federal Reserve to increase interest rates by 50 basis points, analyzing market expectations and the impact on equities and bonds. It highlights the challenges the Fed faces in controlling inflation amidst severe negative real interest rates. The discussion also covers the geopolitical tensions between Ukraine and Russia and their effects on asset classes, including the gold market.

What is the significance of the potential 50 basis points move by the Fed?

How does the current market signaling affect investor expectations regarding interest rates?

What are the implications of negative real interest rates on the economy?

In what ways might the tensions between Ukraine and Russia impact global markets?

Why might gold not be the preferred asset for investors despite inflation concerns?