Medley Global's Emons on Markets, Fed Policy

The video discusses the potential impact of backward-looking economic data, such as GDP, on market risks. It highlights the importance of GDP figures and their influence on the Federal Reserve and the White House's actions. The discussion also covers the effects of inflation on spending, particularly in the context of Walmart's earnings. The video further explores the outlook for tech giants like Amazon and Google, considering the volatility in Treasury yields. Additionally, it addresses global risks, including the energy crisis in Europe and the property crisis in China, and their implications for emerging markets.

What are the macro factors affecting the markets as highlighted in the text?

How is the property crisis in China described in terms of its impact on global markets?

What opportunities are presented in Asian equities relative to developed markets?