AMP Capital's Discusses the Economy and Markets

The video discusses the market's reaction to strong job numbers and the potential for the Federal Reserve to accelerate tapering. It highlights concerns about peak growth and the impact of tapering on the share market, drawing parallels to the 2013 taper tantrum. The discussion also covers the US economy's resilience amid the Delta variant and the potential rise in bond yields. Additionally, it examines China's economic recovery, challenges from the Delta variant, and regulatory issues.

What concerns were raised regarding the US economy's growth and its potential impact on the share market?

How did the strong jobs numbers affect the share market's performance?

What is the significance of tapering in relation to the Federal Reserve's monetary policy?

Discuss the potential impact of the Delta variant on the US economy and its recovery.

What challenges does China face in terms of economic recovery amid the Delta variant?