Credit Suisse's Iqbal: Hawkish Fed Shift is Realistic

The video discusses the Fed's forecast and its impact on risk strategies, highlighting a shift from unrealistic to realistic expectations. It then analyzes the oil market, focusing on OPEC's cautious approach and its effects on supply and demand. Finally, it explores inflation trends and investment strategies, emphasizing the importance of inflation exposure in portfolios, particularly in Saudi equities.

What is the current outlook for oil prices according to the discussion?

What is the significance of OPEC's approach according to the speaker?

How does the speaker view the inflation narrative in relation to Saudi stocks?

What factors are mentioned that could influence inflation in the future?

What strategies does the speaker suggest for investors to manage inflation exposure?