Nan Fung Trinity CIO Helen Zhu on Global Markets

The video discusses the current state of the US economy, highlighting the tight labor market and wage inflation. It examines the impact of inflation on bonds and central bank actions, particularly the Fed and ECB. The discussion extends to the sensitivity of tech stocks and other asset classes to interest rates. The video also analyzes the commodities and financial sectors, noting supply and demand dynamics. Finally, it compares the current tightening cycle to previous ones, emphasizing the unique challenges posed by recent inflation trends.

What are the implications of the current inflationary pressures on commodity prices?

What role do environmental constraints play in the supply dynamics of commodities?

How does the current tightening cycle differ from previous tightening cycles?