HG Research's Goetti Sees Room For China To Ease Monetary Policy

HG Research's Goetti Sees Room For China To Ease Monetary Policy

Assessment

Interactive Video

Business

University

Hard

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The video discusses the economic impact of COVID-19, focusing on China's slowdown and potential policy easing. It analyzes US Treasury yields, interest rates, and the Fed's tapering stance. The discussion extends to currency markets, highlighting the dollar's short-term strength and potential weakening in 2022. Investment strategies favor defensive sectors and growth stocks amid economic slowdown.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

In what ways could the infrastructure bill influence the economy and markets?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the implications of the outperformance of growth stocks over value stocks in the upcoming quarter?

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