HSBC's Kettner on Rate Hikes, Growth, Credit

HSBC's Kettner on Rate Hikes, Growth, Credit

Assessment

Interactive Video

Business

University

Hard

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The video discusses the potential for more Fed rate hikes due to activity data, despite inflation concerns. It highlights the skew in market reactions to data surprises and the impact of Omicron. The yield curve's potential inversion is analyzed as a recession indicator, with comparisons to past economic cycles. The discussion shifts to earnings expectations, noting a gloomy outlook for the S&P 500 and suggesting a focus on Eurozone and emerging markets. Finally, the credit market is evaluated, with caution advised for dollar credit, particularly high yield, due to geopolitical risks.

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7 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors are influencing the Federal Reserve's decision on rate hikes?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How does the current economic activity data affect market expectations?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What strategies are suggested for playing the momentum in asset classes?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the significance of the yield curve inversion mentioned in the discussion?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

What are the implications of the negative guidance revisions for the S&P 500?

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6.

OPEN ENDED QUESTION

3 mins • 1 pt

In what ways are earnings expectations for cyclical sectors in the US concerning?

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7.

OPEN ENDED QUESTION

3 mins • 1 pt

How should investors approach credit markets in the current economic climate?

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