JPM's Peters Looks to Fixed Income as US Inflation Peaks

The video discusses the impact of oil prices on inflation, noting differences between Europe and the US. It highlights inflation trends and macroeconomic implications, suggesting that US inflation may have peaked while European inflation continues to rise. The discussion then shifts to quantitative tightening and its effects on financial markets, emphasizing tighter financial conditions and growth slowdowns. The video concludes with investment strategies, focusing on fixed income as a protective measure against slowing growth and peaking bond yields.

What is the speaker's perspective on the impact of quantitative tightening on financial conditions?

What strategy has the speaker mentioned regarding fixed income investments?