Global CIO Office: Buying The Dips Could Still Be The Strategy

The video discusses global inflation trends, the impact of COVID-19 on supply chains, and economic growth prospects. It explores investment strategies, emphasizing the Federal Reserve's role in maintaining market liquidity and the potential benefits of buying the dip. The bond market's current trends and yield directions are analyzed, with a focus on short-term investments. The video also examines the Evergrande crisis, its limited contagion effect, and the potential for PBOC intervention to stabilize the real estate market.

What are the implications of a strong US dollar for risk assets according to the discussion?

How does the current inflation situation relate to supply chain issues?

What is the Fed's stance on inflation and job numbers as discussed?

What are the potential risks associated with the Evergrande situation in the credit markets?

How might the PBOC respond to disruptions in the real estate market?