Very Cautious on UK Gilts: AllianceBernstein's Gibson

The video discusses the Fed's tightening cycle and its impact on inflation, with a focus on the US and UK economies. It highlights the challenges faced by the UK due to high inflation and the potential effects of QT on global market volatility. Breaking news from Korea is covered, with the resignation of Kakao's Co-CEO. The video concludes with an analysis of Japan's economic outlook and potential policy changes.

What is the expected impact of Quantitative Tightening (QT) on market volatility and bond yields?

What signs indicate that Japan may need to adjust its monetary policy sooner than anticipated?