AXA IM's Bigos on Markets, Strategy

The video discusses the market's expectations regarding central bank actions, particularly the Fed, and the anticipated interest rate hikes. It explores the global synchronization of monetary policy tightening and its varied impacts on developed and emerging markets. The discussion highlights the potential recessions in developed markets and the different challenges faced by emerging markets. The video also addresses market reactions to monetary tightening, the shift in focus from inflation to global growth, and the implications for currency dynamics, particularly the dollar, amid divergent monetary policies.

What is the expected impact of the Federal Reserve's interest rate hike on developed markets?

• Entry into recession

• Decrease in inflation

• Stable economic conditions

• Increased economic growth

Which region is expected to be more impacted due to its proximity to the war in Ukraine?

• Latin America

• Asia

• Central Europe

• Africa

What is the market's expectation regarding inflation in 2023?

• Inflation will remain stable

• Inflation will increase significantly

• Inflation will have no impact

• Inflation will decelerate significantly

What is the expected trend for the dollar as the Fed eases its rate hikes?

• Significant strengthening

• Significant weakening

• Slight softness

• No change

Which countries are mentioned as potentially reversing their monetary policies?

• Germany and France

• Japan and South Korea

• USA and Canada

• Chile and Brazil