UOB: Too Early To Call Top In Dollar, 10Y UST Yield

The video discusses the current state of the dollar, Fed expectations, and market pricing, highlighting the potential for future rate hikes and inflation concerns. It examines the impact of these factors on the bond market and liquidity, noting the Fed's aggressive balance sheet reduction. The discussion shifts to China's economic outlook amid easing COVID restrictions, emphasizing the importance of reopening borders for economic recovery. Finally, the video explores how liquidity changes may affect risk assets, with a focus on market indicators like credit spreads.

What are the implications of the Fed's balance sheet reduction mentioned in the text?

What indicators does the speaker suggest to monitor for liquidity tightening?

How does the speaker view the relationship between the dollar index and gold prices?