Chinese Yuan Can Recover, Will Rally, ANZ's Goh Says

The video discusses the impact of inflation and rate hikes on the bond market and stocks, highlighting the Fed and ECB's roles. It explores recession fears, their effects on risk assets, and potential market reactions. The analysis includes currency movements, particularly the yen and yuan, and economic indicators like PMI. The video concludes with growth expectations and economic recovery, focusing on China's role and the impact on currencies like the Aussie and New Zealand Dollars.

What are the expected actions of the Fed regarding rate hikes?

How does the current inflation situation in Europe compare to that in the US?

What is the baseline case regarding recession in the US according to the speaker?

How does the speaker view the relationship between US Treasury yields and the dollar-yen exchange rate?

What factors are contributing to the pessimism regarding the yuan's recovery?

What impact does the speaker believe the easing of restrictions in China will have on economic activity?

What is the speaker's forecast for China's economic growth this year?