What Are the Markets Currently Most Sensitive About?

The transcript discusses market sensitivity to China and monetary policy, highlighting the Federal Reserve's considerations for rate hikes. It emphasizes the importance of wage growth and employment metrics for economic stability. The conversation also covers market volatility, Brexit concerns, and strategies for managing investments during uncertain times.

What are the markets most likely to be sensitive to in the context of the current economic situation?

What is considered the greatest risk factor in the shorter term according to the discussion?

What indicators are the Fed looking for to be confident about proceeding with a rate hike?

How does wage growth relate to inflation and the Fed's dual mandate?

What strategies are suggested for managing near-term risks in the current economic climate?