HSBC's Kettner: BoE to Hike in September

The transcript discusses the influence of external factors on the PBOC's control over the Yuan, inflation trends, and market expectations. It explores the Goldilocks economic scenario, highlighting the US economy's growth and potential risks. Investment strategies, including high beta and emerging market debt, are analyzed. The discussion concludes with an examination of global market risks, such as the UEDA shock and positioning risks.

How does the speaker characterize the current state of the US economy?

What is the speaker's view on the impact of systematic investors on the market?

What does the speaker suggest about the potential for rate cuts by the Fed?