UBS's Haefele: No Alternative to Equities Amid Bond Rout

The video discusses the current economic landscape, focusing on inflation, the Federal Reserve's terminal rate, and the lack of alternatives to equities due to toxic bonds and cash. It highlights the influence of global politics on market dynamics, particularly in relation to energy supply and sanctions. The video also suggests investment strategies, emphasizing commodities and energy-related equities, considering ongoing global challenges like droughts and the aftermath of COVID-19.

What is the Federal Reserve's terminal rate as discussed in the video?

• 1.5%

• 4.5%

• 3.5%

• 2.5%

Why are equities considered the only viable option according to the video?

• Cash is gaining value

• Equities are risk-free

• Bonds and cash are unattractive due to inflation

• Bonds offer higher returns

What percentage of Germans are willing to accept higher sanctions despite supply disruptions?

• 55%

• 45%

• 75%

• 65%

What is one of the main reasons for the strong demand for energy as mentioned in the video?

• Decrease in global population

• End of the COVID pandemic

• Reduction in industrial activities

• Increase in renewable energy sources

Which continent is not experiencing a drought according to the video?

• Africa

• Europe

• Australia

• South America