Merrill's Sieg Says Bull Market Has 'Room to Run'

The video discusses the current economic landscape, highlighting a 40-year bull bond market and optimism in risk assets. It emphasizes the strong growth of the US economy despite supply chain issues and COVID-19. The Federal Reserve is expected to maintain low rates, supporting a bullish outlook. The discussion also covers the economic cycle, suggesting we are mid-cycle with room for growth. The Delta variant's impact is seen as a positive sign, indicating market resilience.

In what ways does the speaker believe business investment is impacting the economy?

What does the speaker suggest about the Fed's future actions regarding rate increases?