Goldman's Moffitt Expects No RBA Move Until 2H 2018

The video discusses the current economic landscape, focusing on the pace of Fed rate increases and the strength of the US labor market. It examines inflation trends, wage growth, and monetary conditions, highlighting the impact on the Aussie dollar and market reactions. The discussion shifts to investment opportunities, particularly in emerging markets and structured credit products like CLOs. Finally, it covers trends in corporate bonds and market issuance, noting the potential for changes in financing behavior.

What factors are influencing the pace of Fed rate increases according to the discussion?

How does the speaker view the impact of Friday's nonfarm data on the labor market?

What is the speaker's perspective on wage growth and inflation?

What evidence does the speaker provide regarding the trend in wage numbers?

What are the speaker's thoughts on the Australian dollar's valuation?

What opportunities does the speaker see in emerging markets for yield?

How does the speaker assess the current state of corporate bonds?