Macquarie's Lakos on Markets and Strategy

The video discusses the impact of regulatory changes and the delta variant on market attractiveness, focusing on the PBOC's actions. It analyzes the iron ore market, highlighting disruptions in Brazil and strong demand from China and India. The discussion extends to oil prices and major producers' strategies, including dividends and buybacks. The video also covers US economic data, inflation concerns, and the Federal Reserve's potential actions, emphasizing corporate earnings and market reactions.

What are the implications of the Federal Reserve's decisions on the market?

How is corporate earnings expected to influence the market moving forward?

What trends in capital management are observed in the current market?