JPM's Ramakrishnan on 2017 Guide to Markets

The video features an interview with Nandini Rama Krishnan discussing political risks in 2017, US market trends, and equity strategies. It covers the impact of rising interest rates on US equity markets, the economic outlook, and the Federal Reserve's policy stance. The discussion extends to global inflation pressures and trade dynamics, highlighting China's role and the eurozone's inflation trends.

What are the two key themes identified for the US equity market in response to rising yield curves?

• Staples over financials and banks over growth

• Value over growth and cyclical sectors over defensive ones

• Defensive sectors over cyclical ones and growth over value

• Growth over value and financials over banks

At what inflation rate does the interviewee suggest the US equity markets might start to suffer?

• 1-2%

• 3-4%

• 8-9%

• 5-7%

What is the Federal Reserve's projected number of rate hikes for 2017 according to the interviewee?

• 1-2

• 3-4

• 5-6

• 7-8

Which country's PPI numbers were stronger than expected, indicating potential global inflation pressures?

• United States

• Germany

• India

• China

What is the outlook for emerging markets according to the interviewee?

• Recovery is accelerating

• Recovery is complete

• Recovery is on hold

• Recovery is canceled