US Headline Inflation Will Halve in 2H: Sullivan

The video discusses the aggressive rate hikes by central banks, particularly the Fed, and their impact on global markets. It highlights the challenges of negative real rates and inflation, affecting asset allocation and sector performance. The discussion also covers market positioning, potential recovery signs, and the challenges faced by the China market, including weak credit data and fiscal stimulus issues.

What challenges do tech stocks face in the current market environment?

What are the potential signs of an early cycle recovery in the market?

What are the critical issues affecting the credit market in China?