Still a Strong Case for Risk Assets, Says JPMorgan AM’s Craig

The video discusses the global economic recovery, focusing on risk assets and the impact of the Fed's tapering plans. It highlights the addition of new stocks to the Nikkei 225, including Nintendo and Murata Manufacturing, and examines Japan's economic outlook amid the COVID-19 pandemic. The video also covers upcoming central bank decisions, the relationship between vaccination progress and economic recovery, and factors influencing US Treasury yields. Finally, it explores investment shifts favoring Japan due to regulatory concerns in China and global economic trends.

What are the potential effects of central bank decisions on market dynamics?

How do the forecasts for economic activity into next year look for developed and emerging markets?

What are the implications of the recent performance of Murata manufacturing?