HG Research's Hans Goetti: US Recession Inevitable

The video discusses global economic conditions, focusing on China's reopening, US recession risks, and European economic challenges. It explores investment strategies, emphasizing US Treasury bonds and defensive equities. The impact of monetary policy on markets is analyzed, with a focus on potential pivots. The video concludes with a look at metals as future investment opportunities.

What is one of the main challenges China faces in moving away from a COVID-zero policy?

• Political instability

• Public perception of COVID-19 danger

• Economic sanctions

• Lack of vaccines

What is a potential investment alternative during a U.S. recession?

• European equities

• Cryptocurrency

• Real estate

• U.S. Treasury bonds

What major risk is Europe facing that could impact its economy?

• Trade war with the U.S.

• Energy crisis

• Technological disruptions

• Natural disasters

In a stagflation scenario, which type of equities are considered safer investments?

• Technology stocks

• Utilities and healthcare

• Luxury goods

• Automotive industry

What could lead to a recovery in tech stocks?

• Expansion of manufacturing

• Increase in consumer spending

• Decrease in interest rates

• Rise in oil prices

What is the definition of a 'pivot' in monetary policy?

• When inflation reaches its peak

• When the central bank starts cutting rates

• When unemployment rates drop

• When the central bank stops raising rates

Which metal is mentioned as potentially interesting for investment in the future?

• Aluminum

• Copper

• Platinum

• Gold