Nomura AM's Fadlallah on Fed, Higher Oil Prices

The video discusses the Federal Reserve's interest rate decisions, market assumptions, and geopolitical influences, particularly the impact of the Russia-Ukraine situation on bond markets. It explores the implications of a weakening dollar on local and emerging markets, and analyzes oil prices' effects on market performance. The video concludes with investment strategies and predictions for the bond market.

What was the initial probability of a 50 basis point rate hike in March before it collapsed?

• 90%

• 30%

• 50%

• 70%

How does the potential for conflict influence the Fed's decision on interest rates?

• It leads to immediate rate cuts.

• It encourages rate hikes.

• It discourages rate hikes.

• It has no impact.

What is the expected short-term trend for the dollar according to the discussion?

• Fluctuating unpredictably

• Staying the same

• Weakening

• Strengthening

What is the anticipated impact of a US economic downturn on emerging markets?

• Emerging markets will thrive.

• Emerging markets will be unaffected.

• Emerging markets will remain stable.

• Emerging markets will face challenges.

What is the realistic oil price prediction for later this year?

• $70-$80

• $50-$60

• $110-$120

• $90-$100

What growth rate does the IMF predict for Saudi Arabia this year?

• 2.5%

• 4.8%

• 6.5%

• 8.0%

What type of investments are considered favorable in the local bond market?

• High-risk corporate bonds

• Government and quasi-government bonds

• Foreign currency bonds

• Real estate bonds