Outlook

Investors need to keep an eye on wage growth in the months ahead

Tighter financial conditions from the Fed seem likely later this year

Stock prices are outpacing growth in earnings forecasts

Signs are growing the Fed may shift away from loose monetary policy

Beijing's crackdown on Chinese companies may pose wider risks

Corporate earnings are solid but tech shares are fully priced

China's regulatory crackdown may pose risks for the global markets

The Fed and key markets suggest rising prices are transitory

State-owned industries post risks for global investors

There's little slack in industrial capacity and wages are rising

A hawkish tone has reduced inflationary expectations