Julius Baer's Matthews on Markets and Strategies

The video discusses the current market inflection point and the Federal Reserve's strategy, suggesting that the Fed may be bluffing about aggressive rate hikes. It explores the potential impact of Ukraine-Russia tensions on markets, emphasizing the importance of defensive positions. The discussion shifts to global market performance, highlighting China's potential outperformance due to liquidity injections and emerging markets' prospects. Finally, the video examines gold as a hedge against geopolitical risks, noting recent trends and forecasts.

What does the speaker suggest about the performance of China in relation to US equities?

What are the implications of a resolution around Ukraine according to the speaker?

How does the speaker view the potential for gold prices in the near future?