Insigneo's Riesgo on the US markets

The video discusses the challenges faced by US regional banks, particularly First Republic, and the potential for more failures. It analyzes market trends, predicting a recession within 12 months, and examines the equity market's current state. The possibility of Fed rate cuts is explored, with inflation expectations considered well-anchored. The video also highlights the risks of the US debt ceiling talks and suggests hedging strategies for investors.

What are the potential implications of the Fed continuing its rate hiking cycle?

How does the current earnings season compare to expectations, and what does it suggest about the economy?

What is the likelihood of a recession occurring within the next 12 months according to the text?

How does the sentiment in the market currently reflect on the potential for a break in either direction?

What factors contribute to the belief that the Fed may have the capability to cut rates?

What risks are associated with the US debt ceiling talks as mentioned in the text?

What assets are suggested as potential hedges against US default risks?