Mobius: The Fed Will Keep Raising Rates

The video discusses the Federal Reserve's approach to managing inflation, emphasizing the need for higher interest rates. It explores the impact of a strong US dollar on global markets, particularly emerging markets, and the challenges faced by China in stimulating its economy. The outlook for the commodity market is analyzed, highlighting the role of consumer demand. Concerns over gas supply in Europe due to geopolitical tensions are addressed. Finally, investment strategies in the tech sector are discussed, focusing on companies with low debt and strong earnings.

What are the potential consequences of China's economic policies on global markets?

How do consumer sentiments regarding property in China influence the economy?

What implications does the current gas pricing situation in Europe have for the economy?