Hechler-Fayd'Herbe: USD To Stay Resilient

The transcript discusses the Federal Reserve's focus on controlling inflation through higher interest rates, the potential risks of a recession not being fully priced into market valuations, and the impact of geopolitical factors on global markets. It highlights Europe's economic challenges, including the energy crisis and inflation, and provides an outlook for 2023, emphasizing lower growth rates and elevated inflation. The discussion also touches on the potential for fixed income to make a comeback as central bank rates rise.

What is the current priority of the Fed regarding inflation?

How do equity markets need to adjust their understanding of economic news?

What factors are expected to influence the major shifts in global markets?

What challenges does Europe face in the context of the energy crisis?

What is the expected final rate level for the ECB, and how might it adjust its pace?

How does the current economic situation affect purchasing power in Europe?

What does the term 'fundamental reset' imply for the global economy in 2023?