Oreana Global CIO on Central Banks, Markets

The video discusses the current economic landscape, focusing on interest rate projections, inflation expectations, and the impact of the Omicron variant. It highlights the challenges the Fed faces in delivering rate hikes and the potential for a steeper yield curve. The discussion also covers the PBOC's stance and opportunities in Chinese markets, as well as the potential effects of renewed lockdowns on global markets. Finally, it examines the outlook for Asian credit markets and the potential for positive returns.

What is the main challenge the Fed faces with the short end of the yield curve?

• Delivering three rate hikes

• Reducing inflation

• Increasing employment

• Balancing the budget

How is inflation expected to trend over the next two years according to the transcript?

• Remain constant

• Increase significantly

• Decrease gradually

• Fluctuate unpredictably

What is the potential effect of three rate hikes next year on inflation?

• Inflation will rise above target

• Inflation will remain stable

• Inflation will fall below target

• Inflation will be unaffected

What stance is the PBOC taking according to the transcript?

• Neutral with a tilt towards easing

• Strict tightening

• Aggressive tightening

• Complete easing

What is the expected upside in the Chinese equity market over the next 18 months?

• 5% to 10%

• 10% to 20%

• 20% to 40%

• 40% to 60%

What is a key risk to the economic outlook in the near term?

• Rising oil prices

• Decreasing consumer confidence

• Reintroduction of lockdowns

• Increasing interest rates

How might the impact of lockdowns now compare to earlier phases of the pandemic?

• Less impactful

• Same impact

• More impactful

• No impact