UBS's Lovell on the US Markets

The video discusses the current economic landscape, focusing on inflation trends and sector positioning. It highlights the tech sector's performance, noting skepticism about IT spending and earnings. The discussion shifts to China's reopening and its impact on emerging markets, emphasizing potential growth and consumer recovery. The weakening US dollar and commodity market expectations are also covered.

What factors does the speaker believe will influence the performance of emerging market equities?

How does the speaker view the relationship between the US dollar and the reopening of China?

What indicators does the speaker mention that suggest a potential increase in consumer spending in China?