Julius Baer's Matthews: 3% Plus Is The New Inflation Normal

The video discusses the Federal Reserve's interest rate policy and its impact on equity and bond markets. It highlights differing opinions on the Fed's approach, including Mohammed Ali's editorial on potential credibility issues. The outlook for risk assets is positive, with a focus on global markets, particularly China and Europe. The discussion also covers the Asia market, geopolitical risks, and the potential for growth in China's economy. Finally, the video analyzes the commodities and energy sectors, noting high cash flows but a cautious outlook on oil prices.

What factors are influencing the Hang Seng index's current valuation?

What is the speaker's outlook on commodities, particularly energy plays?