We Are Heading Toward Peak Inflation: UBP's Calder

The video discusses the current economic landscape, focusing on GDP trends, inflation, and market reactions. It highlights the impact of interest rates and global market positioning, particularly in China and Asia. The discussion also covers currency fluctuations, especially the dollar's strength, and its effects on regional markets. The video concludes with an analysis of risk assessment and market strategies, emphasizing a defensive approach amid potential recession risks.

What challenges does Japan face in the current economic climate?

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What would indicate a shift towards a more pro-risk stance in the market?

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How do historical recessions in the US inform current market expectations?

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