Credit Suisse APAC CIO John Woods on Global Markets

The video discusses the fast-paced market reactions to anticipated interest rate hikes, with expectations of inflation moderating in the latter half of the year. It explores the potential risks of the Fed's aggressive rate hikes and the flattening yield curve. The discussion shifts to investment strategies, highlighting the potential of equity markets and inflation winners in a volatile environment. The video concludes with an analysis of global monetary policy divergence, particularly between the Fed and other central banks like the BOJ and PBOC, and its impact on the global economy.

What is the significance of the flattening of the yield curve in relation to economic expectations?

What criticism has been directed at the Fed regarding their focus on inflation?

How does the current monetary policy in China differ from that of the Fed?