Bank of Singapore's Aita on Fed Rate Hikes, Ukraine

The video discusses the impact of Ukraine risk on the bond market, expected rate hikes, and market positioning strategies. It covers the potential for five or more rate hikes in 2022, the flattening of the yield curve, and the influence of quantitative easing reduction. The discussion shifts to China's economic environment, focusing on easing policies and investment opportunities in equities. The video concludes with an analysis of the US credit market, emphasizing credit risk over duration risk due to rising rates and a strong economy.

What is the neutral rate mentioned in the context of the current economic cycle?

How many rate hikes are anticipated in 2022 according to the discussion?

What factors are currently holding down the long end of the yield curve?

What is the significance of the Ukraine situation in the context of the economic outlook?

How does the speaker view the relationship between the Fed's policies and China's easing measures?

What changes have been made to the investment strategy regarding equities and high yield in emerging Asia?

What sectors does the speaker suggest focusing on in China, and why?