RBC Brewin Dolphin's Mui on US Inflation, China

The video discusses global inflation trends, focusing on the UK and US. It highlights the potential for further rate hikes by the Bank of England due to persistent inflation. In the US, the impact of inflation on bond yields and market expectations is analyzed, with a focus on core inflation. The discussion shifts to tech stocks, particularly Tesla, and the challenges of high valuations in a tight monetary environment. Finally, the video explores potential changes in Japanese monetary policy, driven by improving macroeconomic indicators, and the implications for global markets.

What are the key themes emerging in the US equity market according to the discussion?

How does the relationship between US fiscal policy and Japanese monetary policy affect market expectations?

What indicators suggest that the macro environment in Japan is changing?