Lombard Odier's Monier on Markets

The video discusses the divergence in central bank policies in 2023, focusing on the Federal Reserve, ECB, and other central banks. It highlights the economic outlook for Europe, emphasizing the energy crisis and potential recession. Investment strategies in European assets are recommended, focusing on quality equities and investment-grade credit. The US economic outlook is analyzed, noting recession risks and bond market dynamics.

What are the differing views of the Bank of England and the Reserve Bank of New Zealand regarding central bank policy in 2023?

How does the labor market in Europe compare to that in the United States according to the text?

What are the potential risks for European countries regarding energy supplies in the winter of 2023-2024?

What investment strategy is recommended for European assets in the current economic climate?

What is the expected impact of the US real interest rate peak on the euro currency?

How do economists at the Federal Reserve view the possibility of a soft landing for the economy?

What are the characteristics of the anticipated recession in the US according to the text?