`Slo-Mo Credit Crunch' Has Already Taken Hold, HSBC's Major Says

The video discusses the impact of global trade wars on markets, highlighting the mixed effects on safe havens and credit. It explores the 'triple whammy' of tightening financial conditions, including rate hikes, balance sheet shrinkage, and cash rejuvenation. The US yield curve's flattening is analyzed, with implications for the dollar rally and emerging markets. Structural issues like debt, demographics, and technology are examined, affecting long-term rates and economic growth expectations.

What are the implications of global trade wars on investment grade credit?

What factors contribute to the asymmetric risk in credit markets?

What is meant by a 'triple whammy of tightening' in financial conditions?

How does the current economic data compare to previous forecasts?

How do tightening financial conditions affect the yield curve?

Explain the relationship between short rates and the dollar rally.

Discuss the impact of demographics on economic growth expectations.