The U.S. Dollar Will Be Strong: UBS' Haefele

The video discusses the impact of geopolitical tensions on European markets, focusing on economic reliance on Russia and the resulting market reactions. It explores the implications for central banks, particularly the ECB, and the potential effects on inflation and earnings. The discussion also covers investment strategies, highlighting opportunities in cyclicals and select tech sectors, and the expected strength of the US dollar due to interest rate hikes.

How might the situation in Ukraine affect the policies of the ECB and other central banks?

What is the outlook for technology stocks in the current economic environment?

What advice is given to clients considering moving to cash during market volatility?