RiverFront's Felton on Fed Policy, Markets

The video discusses market expectations for rate hikes and the Federal Reserve's policies, highlighting the preference for US markets over international and emerging markets due to economic strength. It analyzes China's economic situation, noting regulatory challenges and potential policy responses. The video also examines market reactions to COVID variants, suggesting investment opportunities due to strong economic fundamentals. Finally, it reviews global monetary policies, emphasizing the focus on the US Federal Reserve.

In what ways might future variants of the coronavirus affect market behavior?

What factors contribute to the decision to remain overweight in the US markets?