SGMC Capital's Bondurri on US Inflation

The video discusses various economic topics, including inflation trends and the Fed's cautious approach to rate changes. It analyzes Japan's market risks, China's need for policy clarity, and European economic concerns amid ECB rate hikes. The video also highlights the importance of AI and tech investments, with a focus on the ARM IPO.

What are the expectations around the ECB's monetary policy?

How does the strength of the US dollar impact emerging markets?

What is the significance of the ARM IPO in the context of the tech industry?