Washington Crossing's Morganlander Sees Two More Rate Hikes in 2018

The video discusses the impact of rising interest rates on equities, suggesting a shift towards fixed income investments. It highlights a critical economic week with upcoming Fed minutes and tariffs between the US and China, affecting global trade and growth. The discussion also covers potential inflation increases and the Federal Reserve's response, emphasizing the complexity for investors in understanding global inflation trends.

What factors are influencing the long-term forecasted return for equities?

How do trade-related issues impact future growth for US multinationals?

In what ways are current trade tensions affecting the US economy?

What are the implications of the Fed's interest rate decisions on investors?

What is the expected inflation rate according to the discussion?