Bertoni: Inflation, Fed Rate Peaking

The video discusses the Federal Reserve's terminal rate, market reactions, and the appeal of credit markets. It highlights investment opportunities in fixed income assets and the impact of economic indicators like savings rates and consumer confidence. The challenges in China's economy, including COVID reopening and structural issues, are examined. Finally, it covers investment strategies and risk management, focusing on U.S. corporate bonds and emerging markets.

What is the current state of consumer confidence as discussed in the text?

What is the significance of the inflation rate in the current economic context?

What investment strategies are being considered according to the speaker?