Diamond Says Next Move in Rates Should Be Up, Not Down

The video discusses the current state of the US economy, highlighting strong job creation and rising wages amidst low inflation. It debates the potential for interest rate hikes, given the economic strength and the need for normalized rates. The uncertainty of trade impacts, especially on manufacturing-heavy countries like Germany, is also examined. Finally, the video suggests private equity as a favorable investment strategy due to its long-term focus and current low valuations in financial services.

What are the implications of the current fiscal policy as mentioned in the text?

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What is the speaker's view on the current state of corporate strength in the US?

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