Borowski: Investors Should Be Cautious in 1H

The video discusses the anticipated slowdown in the global housing market, influenced by monetary policies and interest rates. It explores the Federal Reserve's approach to rate hikes amid economic slowdown and inflation concerns. The potential for surprises in global monetary policies, particularly from the ECB and Bank of Japan, is examined. The video also analyzes bond market trends, investor behavior, and the impact of geopolitical risks, such as the Ukraine-Russia conflict, on market dynamics.

What is the expected impact of current monetary policies on the global housing market?

• A significant crash is expected.

• There will be no change in the market.

• A slowdown is expected, but not a crash.

• The market will continue to boom.

What is the Federal Reserve expected to do in the coming months regarding interest rates?

• Decrease interest rates significantly.

• Maintain current interest rates.

• Continue to hike interest rates.

• Completely stop interest rate hikes.

Which central bank is expected to continue hiking rates despite a mild recession in the eurozone?

• People's Bank of China

• Federal Reserve

• European Central Bank

• Bank of Japan

What role are bonds expected to play in investment portfolios according to the discussion?

• Bonds are expected to be a hedge against equity market risks.

• Bonds are expected to have no significant role.

• Bonds are expected to be a risky investment.

• Bonds are expected to be the primary investment focus.

What is the current trend in the US 10-year bond yield according to the discussion?

• The yield is fluctuating unpredictably.

• The yield has dropped significantly and is below expectations.

• The yield is stable and meeting expectations.

• The yield is increasing rapidly.

What is the potential risk associated with the Ukraine-Russia conflict as discussed?

• The conflict is expected to resolve soon without impact.

• The conflict poses no risk to markets.

• The conflict is irrelevant to market discussions.

• There is a risk of escalation that could impact markets.

By when is a ceasefire in Ukraine considered a significant probability?

• By the end of 2023 or early 2024

• By early 2025

• By the end of 2024

• By mid-2023