BlackRock's Rosenberg: Jury Still Out on Market Rally

The video discusses recent trends in risk assets and debates whether equity markets have reached their lowest point. It emphasizes the need for a cautious investment approach due to ongoing wage inflation and the Federal Reserve's restrictive policies. The discussion highlights the importance of waiting for definitive evidence of success in controlling wage inflation before adopting a more aggressive investment strategy.

What does the speaker imply about the Federal Reserve's policy?

What evidence is needed to confirm success in controlling wage inflation?