HG Research's Goetti on Global Markets

The video discusses the current economic outlook, focusing on inflation, Fed policy, and asset prices. It analyzes the equity market, highlighting the risks of a recession and the impact of an inverted yield curve. The discussion shifts to fixed income, noting the drop in U.S. government bond yields and the potential benefits of long-dated treasury bonds. The video also explores the impact of China's reopening on commodities, with a bullish outlook on gold and oil due to expected economic growth.

In what ways might the reopening of China impact global commodity prices?

What are the implications of a declining dollar on gold prices and gold mining shares?