High Probably of Two U.S. Rate Hikes: Blais

The video discusses the US economic situation, highlighting unemployment and wage growth trends. It analyzes labor market data, noting the rise in unemployment and underemployment rates. The impact of these trends on equity markets and Federal Reserve policies is explored, with predictions on interest rate hikes. Investment opportunities in healthcare and tech sectors are identified, focusing on companies like Zimmer, Oracle, and Microsoft. The video concludes with insights into the adaptation of traditional tech companies to new technologies.

What does the recent jobs report indicate about the unemployment rate in the United States?

What are the implications of the underemployment rate climbing to 9.4%?

How did wage growth change according to the report, and what is the expected growth rate at this stage of economic recovery?

What factors might influence the Federal Reserve's decision on interest rates in March?

How does the speaker view the long-term growth expectations in the US economy?

What sectors are highlighted as having potential opportunities for investors?

What is the significance of the merger between Zimmer and Biomet in the context of the healthcare sector?