Kassam: Background Volatility To Persist

The video discusses the economic outlook for 2023, highlighting the potential to avoid a recession with a 'bumpy landing' rather than a hard one. It examines the Federal Reserve's monetary policy, suggesting a pause due to geopolitical risks and the effects of previous tightening. The strength of the US dollar is analyzed, noting its potential decline as global economies strengthen. Emerging markets, particularly in fixed income, are seen as promising due to China's reopening. Geopolitical risks, including the Ukraine conflict and US-China relations, are considered significant factors affecting market volatility.

What is the teacher's view on the strength of the European economy compared to the US economy?

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In what ways does the teacher suggest that emerging markets are being tested this year?

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How does the teacher assess the impact of geopolitical risks on the market?

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