Alain Marckus on US inflation, fed policy

The video discusses the tumultuous market conditions, focusing on the bond market and equity changes post-COVID. It highlights China's economic recovery due to policy reversals and its impact on global markets. The concept of market bifurcation is explored, with a focus on Europe and China. Inflation trends and the Federal Reserve's policy decisions are analyzed, considering their effects on global economies and currencies.

What factors are contributing to the bifurcation in the markets, particularly between Europe and the US?

How is inflation expected to impact the Federal Reserve's decisions on interest rates?

What are the implications of the current employment and inflation data on global market valuations?