Gravier: Slight Overweight on Stocks

The transcript discusses the Federal Reserve's focus on combating inflation, highlighting the shift from a market-friendly approach to a data-driven one. It explores investment strategies in an inflationary environment, emphasizing the importance of understanding inflation's impact on equities and bonds. The discussion also covers market volatility, the potential for a recession, and the complexities of the current economic environment. The role of job market data in influencing the Fed's decisions is also examined.

What does the speaker suggest about asset allocation in the context of inflation?

What signals would indicate a return to U.S. stocks or Chinese equities?

How does the speaker describe the current job market situation?