Nuveen on Global Markets

The video discusses the potential for international markets to outperform the US due to geopolitical stability, a weaker dollar, and proactive monetary policies. Emerging markets, particularly in Asia and Latin America, are highlighted as promising due to favorable economic conditions. The weakening dollar is expected to benefit these markets, while the US faces an earnings recession. Inflation and interest rates remain concerns, with the Fed unlikely to pivot soon. China's economic recovery is crucial for emerging markets, with consumer participation and regulatory easing being key factors.

What factors are mentioned that could lead to a potential economic slowdown in the US?

What is the significance of China's economic performance on emerging markets?

How does the text describe the current regulatory environment in China and its impact on the economy?