Aita: We're in the Camp of Transitory Inflation

The transcript discusses inflation trends, the Federal Reserve's potential actions, and market expectations. It highlights the Fed's focus on employment data and the possibility of tapering. The discussion also covers market trends, risks, and economic fundamentals, noting the impact of the Delta variant and earnings season. Additionally, it examines China's financial stability, particularly concerning Evergrande's debt and its implications for foreign investors.

What is the situation regarding the Evergrande bonds and its impact on investors?

What recommendations are made for investors holding Chinese bonds?

How is the regulatory environment in China affecting investments according to the text?