What factors are influencing the expectation of cuts in interest rates in 2023-2024?
LGIM's Roe on US Recession Risk, Strategy
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The video discusses economic forecasts, potential rate cuts, and market strategies for 2023-2024. It covers recession predictions, market sentiment, and strategies for equities and bonds. The credit market is analyzed for risks, and sectors like energy and technology are evaluated for investment opportunities.
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5 questions
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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
How do the predictions of a recession in the US differ from historical trends?
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3.
OPEN ENDED QUESTION
3 mins • 1 pt
What are the potential risks associated with the current state of credit markets?
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4.
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3 mins • 1 pt
In what ways might the energy market impact inflation expectations?
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5.
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3 mins • 1 pt
What is the outlook for technology stocks in both the US and China according to the text?
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