Mashreq Capital's Kettlewell on Fed Rate Hikes

The video discusses the potential for faster tapering and rate hikes by the Fed, analyzing their impact on markets. It covers inflation trends, supply chain issues, and the bond market's response to Omicron. The discussion also includes global risk assessments, China's economic policy, and the Evergrande crisis's effect on the bond market.

How does the speaker assess the impact of Omicron on the markets?

In what ways does the speaker believe the property sector in China is being affected?

What lessons does the speaker suggest have been learned from the Evergrande situation?