Bank of Singapore's Lee on Markets and Strategies

The video discusses inflation trends, the Fed's potential rate decisions, and the risks of a recession. It highlights key economic indicators like the yield curve and unemployment rate. The impact of PPI and CPI on markets is analyzed, along with the PBC's monetary policy and its effects on Chinese equities. The video concludes with a discussion on the future outlook for commodities.

What is the speaker's view on the relationship between unemployment rates and recession?

How does the speaker characterize the current state of Chinese equities?

What is the speaker's outlook on commodities over the next three to six months?