We Are Looking at a Global Slowdown, Says HG Research's Goetti

The video discusses the global economic landscape, highlighting the divergent performance of the US, Europe, and China. It examines the US market's relative outperformance and the impact on various sectors. The bond market's unusual behavior amid rising deficits and potential stagflation is analyzed. The discussion shifts to the increasing appeal of cash and risk-off assets, with insights into interest rates, gold, and currency strategies.

Which region has shown the best back-to-back growth in recent years?

• Japan

• Europe

• China

• United States

What is the main reason for the lack of rally in the 10-year Treasury bond?

• High inflation rates

• Strong economic growth

• Decreasing interest rates

• Prospect of large annual deficits

Which sectors have outperformed on a relative basis during the market downturn?

• Consumer Staples and Utilities

• Energy and Materials

• Technology and Healthcare

• Financials and Industrials

What has become a viable alternative for investment due to rising interest rates?

• Real estate

• Cryptocurrencies

• US dollar cash

• Emerging market stocks

In a risk-off environment, which currency is considered to have upside potential?

• Euro

• Australian Dollar

• British Pound

• Japanese Yen