JPMorgan Asset Mgmt. Tai Hui on Fed, Investment Strategy

The video discusses market expectations for rate hikes, predicting at least two to three hikes in 2022 and more in subsequent years. Inflation is expected to decrease but remain above the Fed's target. Despite recent losses, US equities are expected to grow due to ongoing economic recovery and earnings growth. The US dollar is projected to strengthen in the short term but may weaken as global recovery broadens. The Chinese yuan's strength is attributed to strong exports and capital inflow, with potential for more monetary easing by the PBOC. Investment opportunities in Asia, particularly in tech and renewable energy sectors, are highlighted.

What is the expected number of rate hikes by the end of 2024 according to the market?

• Two

• Three

• Five

• Four

What is the anticipated inflation rate by the end of next year?

• 1%

• 2.5% to 3%

• 6% to 7%

• 4% to 5%

What is the expected earnings growth for U.S. equities in 2022 and 2023?

• 0% to 5%

• 10% to 15%

• 5% to 10%

• 15% to 20%

How does the increase in bond yields affect the U.S. equity market?

• It decreases volatility

• It has no effect

• It puts pressure on the growth sector

• It boosts the tech sector

What is the short-term trend for the U.S. dollar according to the analysis?

• Strengthening

• Weakening

• Stable

• Unpredictable

What is the expected impact of the global recovery on the U.S. dollar in the long term?

• Continued strength

• Gradual weakening

• No change

• Sudden collapse

Which sectors in Asia are expected to benefit from policy support?

• Textile and Apparel

• Semiconductor and Renewable Energy

• Automobile Manufacturing

• Real Estate