Reflation Story in U.S. Remains Firmly in Play: Credit Suisse

The video discusses recent market changes, focusing on the Fed's emphasis on the labor market over inflation. It anticipates the Fed's actions in 2023 and predicts US economic growth at 7%. The reflation trade is highlighted, with a focus on European markets and sectors like financials. In Asia, improving valuations and the semiconductor industry in Korea are noted. The commodities market is experiencing a correction, with expectations of oil prices rising before stabilizing.

What is the primary focus of the Fed according to the discussion in the video?

• Inflation control

• Labor market imbalances

• Stock market stability

• Currency exchange rates

What is the expected economic growth rate for the US as mentioned in the video?

• 5%

• 6%

• 7%

• 8%

Which region is highlighted as a new growth phenomenon in developed markets?

• Asia

• Europe

• North America

• Australia

What is the main driver of earnings in the Korean equity market?

• Automobile industry

• Semiconductor industry

• Tourism sector

• Agriculture

What is the anticipated price level for Brent oil in the next three months?

• $70

• $80

• $75

• $65

What is the reason behind the recent correction in commodity prices?

• Government regulations

• Increased demand

• Supply chain disruptions

• Overbought market conditions

What strategy has Credit Suisse adopted regarding commodity exposure?

• Diversified exposure

• Increased exposure

• Neutralized exposure

• Reduced exposure