Qontigo's d'Assier on Markets, Risks

The video discusses market sentiment, portfolio rebalancing, and economic challenges. It highlights the impact of interest rate hikes on the tech sector and consumer behavior. Current market trends, geopolitical factors, and the strength of the dollar in the currency market are also analyzed.

What was the market's sentiment at the end of Q2?

• Neutral, expecting a draw

• Overly optimistic

• Pessimistic about inflation

• Uncertain about central bank actions

Which sector is most affected by interest rate hikes?

• Consumer Goods

• Technology

• Energy

• Healthcare

What event could trigger a 'fire sale' in the market?

• Increase in consumer spending

• Stable interest rates

• Decrease in unemployment

• Worsening economic conditions

What is the current focus of market sentiment?

• Interest rate hikes

• Company earnings

• Currency fluctuations

• Geopolitical tensions

What is the expected trend for the U.S. dollar?

• Significant decrease

• Slight continuation of current trend

• Volatile fluctuations

• Significant increase