Viewing Fed's Rate Hike Path in Years, Not Quarters

The transcript discusses the Federal Reserve's potential rate hike strategy, considering factors like inflation, unemployment, and international developments. It contrasts Alan Greenspan's view on interest rates with a more cautious approach, suggesting a slow and steady rate increase. Investment strategies are explored, focusing on fixed income and equity markets, with a global perspective highlighting opportunities in Europe and Japan.

What is the speaker's outlook on the earnings cycle in the United States by the end of the year?

In what regions and sectors does the speaker see investment opportunities in Europe?