JPM's Fitzsimmons on Central Banks, Markets

The transcript discusses market expectations for rate hikes, particularly focusing on the RBNZ's potential actions in upcoming meetings. It also covers the impact of the Evergrande crisis on global markets, especially on haven currencies like the Aussie Yen. Additionally, the transcript examines the Federal Reserve's influence on the dollar and market positioning, highlighting a shift towards more dollar bullishness.

What is the forecast for rate hikes over the next six months?

How does the market view the potential for a 50 basis point hike?

What is the significance of the Evergrande situation in the current market context?

How are investors reacting to the current state of the Aussie Yen?

What factors are influencing the dollar's positioning in the market?