Monchau: Inflation to Normalize

The video discusses the economic outlook for 2022, focusing on potential rate hikes by the Fed and the normalization of inflation. It examines market reactions to rising COVID cases and the strength of the dollar, highlighting the impact on emerging markets. The decision on the next Fed chair is analyzed, considering its implications for financial markets. Investment strategies are explored, with a focus on equities and energy prices. Finally, China's economic policy and growth prospects are reviewed, considering regulatory risks and liquidity issues.

What is the expected impact of supply chain bottleneck easing on inflation in 2022?

• Increase inflation significantly

• Cause deflation

• Have no impact on inflation

• Help normalize inflation

How did the market react to the rising COVID cases in Europe?

• The market remained stable

• The market experienced jitters

• The market soared

• The market crashed

Who are the potential candidates for the next Fed chair?

• Mr. Powell and Mr. Greenspan

• Mrs. Brainerd and Mr. Yellen

• Mr. Powell and Mr. Yellen

• Mr. Powell and Mrs. Brainerd

What is the current valuation difference between European and US equities?

• European equities are at a premium

• US equities are at a discount

• European equities are at an all-time low in relative valuation

• US equities are at an all-time low in relative valuation

What is the expected impact of energy price corrections on cost pressures?

• Reduce cost pressures

• Have no impact on cost pressures

• Increase cost pressures

• Cause cost pressures to fluctuate

What is China's target for its non-fossil fuel energy share by 2030?

• 20%

• 25%

• 30%

• 15%

What is the current economic growth comparison between the US and China?

• Both are growing at the same rate

• The US is growing faster than China

• China is growing faster than the US

• Both are experiencing economic contraction