Have Some Room to Go Before the Fed Pauses: BlackRock's Seth

The transcript discusses the Federal Reserve's interest rate projections and their impact on the market, emphasizing the need for caution in investment strategies. It highlights the importance of US rates and the dollar in influencing risk assets and examines the Chinese bond market, focusing on economic risks and the 16-point plan for real estate stabilization. The outlook for 2023 suggests potential in long-duration, high-quality assets, contingent on market stabilization.

How does the speaker view the current state of the Chinese Government bonds in comparison to developed market government bonds?

What is the significance of the 16 point agenda mentioned in relation to the Chinese property market?

What conditions are necessary for long duration, high quality assets to potentially give the best returns?