Global Markets Will Struggle in First Half of '15: Jerram

The video discusses the Federal Reserve's anticipated interest rate hikes and their impact on markets. It predicts a challenging first half of the year for risk assets, followed by a more stable second half. The Fed's decisions are influenced by global growth and oil prices, but primarily focus on the US economy. The Fed's forecasts are critiqued for inconsistencies, particularly regarding unemployment and inflation. A gradual interest rate hike strategy is suggested, with implications for investments, emphasizing caution and prudence in risk-taking.

What are the expected challenges for risk assets in the first half of the year?

How does the Fed view the impact of falling oil prices on interest rates?

What is the Fed's current stance on raising interest rates, and what factors influence this decision?

What concerns are raised about the historical examples of rate hikes and their relevance to the current economic situation?

What investment strategies are suggested in light of the anticipated economic adjustments?