Too Much Near-Term Uncertainty in Stocks: BlackRock

The transcript discusses the Federal Reserve's focus on inflation and employment over market popularity, highlighting Powell's legacy concerns. It explores market skepticism towards Fed's rate strategies and the challenges of returning to 2% inflation. The discussion covers the current uncertainty in equities, the valuation of US stocks, and opportunities in international markets. The tech sector's future prospects are examined, emphasizing the need for innovation. Finally, predictions on the dollar's performance are considered.

What opportunities does the speaker see in international markets?

What is the speaker's perspective on the future of technology investments?

What is the speaker's prediction for the dollar's performance this year?