HSBC Strategist Kettner Says 'Only Way Is Up' for Equities

HSBC Strategist Kettner Says 'Only Way Is Up' for Equities

Assessment

Interactive Video

Business

University

Hard

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The video discusses the importance of sequencing in market analysis, highlighting a strong consensus on pessimistic growth expectations. It examines market pricing, comparing equities, rates, and fixed income, and suggests that while growth is not expected to be extremely positive, it won't be as negative as feared. The discussion also touches on the potential for risk assets to rise with minimal positive surprises and considers the impact of inflation in the latter half of the year.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What does the speaker suggest about the relationship between growth expectations and market pricing?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What potential changes does the speaker foresee in the second half of the year regarding inflation?

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