JPMorgan AM's Cheong on Market Outlook

The video discusses the Federal Reserve's accelerated pace in addressing inflation and the potential risks of not acting sufficiently. It highlights Powell's uncertainty and the data dependency of future actions. The expectation is that inflation will moderate as supply chain issues resolve. The video also covers the market's reaction to the Fed's rate hike and identifies global economic pressure points, particularly in Europe due to the Russia-Ukraine conflict and reliance on Russian energy.

What is the Fed's current approach to fighting inflation according to the text?

How are high energy and food prices affecting inflation expectations?

In what ways is the housing market expected to influence shelter inflation?

What factors are contributing to the uncertainty in US rate repricing?

What implications does the Russia-Ukraine conflict have on European equities?