Gabriela Santos, JPMorgan Asset Management global market strategist, joins ‘Closing Bell’ to discuss Asia investment strategies, regulatory struggles associated with China and Chinese consumers’ luxury spending practices. For access to live and exclusive video from CNBC subscribe to CNBC PRO:
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LEARN ABOUT: Investing During Inflation
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Inflation is a common concern for any economy, and the Federal Reserve takes a proactive stance in keeping it under control. The current situation of no landing is not considered a steady state, warns Gabriela Santos, the Global Market Strategist at JPMorgan Asset Management.
What is a no landing situation? It refers to when the economy is in a state of uncertainty, leaving investors unsure of the outcome of future events. The current state of the economy is one such situation, with the ongoing pandemic and global economic slowdown.
Santos’s warning comes amid the backdrop of the Fed’s new policy framework that allows inflation to remain above its target rate of 2%. While some believe that this new policy could lead to higher inflation rates over time, Santos believes that the Fed will not tolerate any significant inflation.
Inflation is a result of an increase in the money supply in the economy, which leads to higher prices. Higher prices make it more expensive for consumers to purchase goods, leading to decreased demand and slowing the economy. This vicious cycle can eventually inch up to become hyperinflation, which can be disastrous for any economy.
Santos believes that the Fed will begin tapering the liquidity injections into the economy soon, leading to a balance of inflation and economic growth. She stated that “if the economy is overheating, and inflation is higher than expected, and the market expects the Fed to deliver, it will lead to a much bigger correction than if the market was convinced that the Fed will act.”
Given the current uncertainty in markets, it is crucial that the Fed maintains its policy of controlling inflation, and that it initiates a meaningful dialogue with markets to explain its rationale. If this is done well, it could lead to a more stable and robust economy, which is a win-win for everyone.
I'm not kidding when I say that the market crash and high inflation have me really stressed out and worried about retirement. I've been in the red for a while now and although people say these crisis has it perks, I'm losing my mind but I get it Investing is a long-term game, so focus on the long run.
This woman is so delusional she's so convinced in her own b-crap that it sounds almost religious … CCP religious. All Chinese ports are full of empty containers… enough said…
Amazing video and thank you for breaking it down!! Despite the economic downturn, I'm so happy have been earning $ 60,000 returns from my $7,000 investment every 10days..
With the risk of war with China while war with Russia has begun, telling that investing in China is unavoidable is the pinnacle of greed.
if you're interested in getting rug pulled, by all means invest in China
I can see she is trying very hard to sell china.
This is what happens if the waiter mistakenly drops some cocain in your double espresso in the breakfast.
5:25 I think she drops some insane advise. One way or another inflation will normalize and that's why they have conviction in bonds. It's too bad the video cuts off, based on her inflection while explaining the journey mattering for stocks it seem like she about to explain why it matters less for bonds.
the hell with the china play LOLLL
For the next century? China isn't going to be around in a century. Zeihan ftw!
Omg her voice is so cringe
Scott is the best Anchor man besides Markus Lanz.
If you do business with china you are a trader to America
Here she is, Gabriela Santos aka the Crazy Eyes.
The Fed is well on its way on sending us all down the rabbit hole; F China.
She is on point, politically China is white hot and not touchable but they will grow and grow rapidly in the next year. Hard to not get a taste
Venezuela knows well what no landing means
American greed…china is US's number 1 enemy and americans still dying to invest in china…wait until americans become chinese slaves
BUT THEY KEEP PRINTING!!!
FAT CATS ARE SHORT
Today's inflation is a result of corporate avarice, not only problems with the supply chain. We know that the money obtained by the higher prices isn't being transmitted along the supply chain since businesses are reporting record profits. More pricing result in increased revenue for businesses, which stays with them and goes into their pockets. We can rule out supply-related inflation because of this. If your stocks are extremely weak, now is an excellent opportunity to take a battered 401k and convert it to a Roth. Then, your Roth will be tax-free, and you will just have to pay taxes on the substantially reduced current values.
as long equity valuations like nada and many other are high as kong inflation will persist. the market has to correct
How does ESG relate to CCP?
They posted this 52min ago, but it was shot yesterday before JP spoke. Interesting…
Some people just sound like they're full of it. JPM's human resources dept. could use an overhaul.
Do not believe ccp please
no landing is crashing. right feed the beast, PRC, you traitors. Invest in America!!!