Borowski: Investors Should Be Cautious in 1H

The video discusses the anticipated slowdown in the global housing market, influenced by monetary policies and interest rates. It explores the Federal Reserve's approach to rate hikes amid economic slowdown and inflation concerns. The potential for surprises in global monetary policies, particularly from the ECB and Bank of Japan, is examined. The video also analyzes bond market trends, investor behavior, and the impact of geopolitical risks, such as the Ukraine-Russia conflict, on market dynamics.

What factors are contributing to the slowdown in the global housing market?

How do negative real interest rates affect the housing market?

What is the expected impact of the Federal Reserve's monetary policy on inflation expectations?

Discuss the potential surprises in global monetary policy as mentioned in the text.

What role do fiscal policies play in the current economic environment according to the text?

How does the text suggest that bonds are perceived in the current market?

What are the implications of the Ukraine-Russia war on investor sentiment and market conditions?