AB's Zlotnikov Warns of U.S. Recession in 2018

The video discusses the potential for a recession in 2018, driven by factors like a stronger dollar, tighter financial conditions, and high corporate margins. It explores market challenges, including inflation concerns and the Fed's position. Investment strategies are examined, focusing on reflation trade and shifting equity exposure to Europe and Japan. The video also analyzes European banks and value opportunities, highlighting the need for capital recovery mechanisms.

What factors are contributing to the expectation of a recession in 2018?

How does the speaker expect corporate earnings to change as we approach 2018?

What is the speaker's view on the depth of the expected recession?

What challenges does the speaker identify regarding the market's expectations?

What is the speaker's strategy regarding equity exposure in relation to the business cycle?