Citi's Manthey Sees Stocks Hit by More Bad News to Come

The transcript discusses the potential impact of the Federal Reserve's rate hikes on equity markets, highlighting concerns about inflation and central bank policies. It explores market reactions to changing inflation dynamics and the possibility of higher long-term inflation rates. The discussion also covers investment strategies, emphasizing caution in the current market environment and the importance of adjusting portfolios in response to economic conditions.

What is the speaker's outlook on inflation stabilizing around 3-4% and its impact on equity markets?

In what ways does the speaker suggest adjusting investment strategies in response to economic conditions?