RHB: Fed To Hike FFR By 25 bps In 2022

The transcript discusses the Federal Reserve's potential rate hikes and market reactions, emphasizing the disconnect between forecasts and actual paths. It highlights market expectations, reactions to Fed announcements, and the impact on equities and money markets. The analysis covers the Treasury curve, economic indicators, and supply chain issues. It also explores currency market trends, predicting a peak for the dollar in 2022, and a global economic recovery. Finally, it compares China's structural decline with India's growth potential, considering geopolitical and economic factors.

What is the speaker's perspective on the relationship between the dollar and yields?

What geopolitical pressures are affecting China's economic position according to the speaker?

How does the speaker compare the economic conditions of China and India?