Wells Fargo's McMillion on Markets and Strategy

The video discusses the current state of equities, highlighting strong earnings and attractive valuations. It examines the Federal Reserve's potential tapering and interest rate policies, noting their impact on the market. The diminishing influence of COVID-19 on economic activity is analyzed, with a focus on the potential risks of unvaccinated populations. The video also explores investment opportunities in China and emerging markets, considering regulatory risks and the importance of active management.

What factors are contributing to the bullish sentiment in the equities market?

What are the implications of a weaker dollar and rising commodity prices on the economy?

How does the Fed's potential tapering of bond purchases affect the market outlook?

What is the significance of the employment market in the Fed's decision-making process?

Discuss the regulatory risks associated with investing in the Chinese market.