Morgan Stanley's Shalett Sees Upside Inflation Risks

The transcript features a discussion with Lisa Shalit, Chief Investment Officer at Morgan Stanley Wealth Management, on the importance of job numbers in the economy, consumer spending, and the potential impact of inflation and policies. It also covers global interest rates, market dynamics, and geopolitical factors affecting currency and investments.

What concerns does the speaker express regarding the health of the consumer?

How might the relative attractiveness of non-US markets change in the coming years according to the speaker?

In what ways does the speaker believe the strong dollar policy could be a risk?