Equity Returns Flat for U.S. in 2022: Jefferies's Darby

The video discusses the anticipated market volatility in 2022, driven by changes in the US balance sheet and yield curve dynamics. It predicts flat equity returns for the US, moderate growth in Asia, and strong performance in Europe. The discussion also covers inflation expectations and labor market dynamics, with skepticism about a return to a low inflation regime. The demand for skilled labor is expected to increase, impacting profit shares and maintaining higher inflation rates.

What factors are contributing to the expected volatility in the equity markets for 2022?

How do the expected equity returns in the US compare to those in Asia for 2022?

What is the significance of the steepening yield curve for financial markets?

What are the implications of rising inflation on European equity markets?

Discuss the potential impact of labor's share of profits on inflation rates.