Poole: Upgraded Our View in Treasuries

The video discusses the Federal Reserve's potential rate hikes and their impact on markets, highlighting reluctance to increase by 75 basis points. It examines market risks, including a possible recession, and evaluates bond market strategies. The discussion also covers the impact of inflation on gold investments and compares investment opportunities in Australia and China, noting Australia's favorable position due to its commodities.

How does the Fed's policy affect the bond market, particularly U.S. Treasuries?

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Why might gold be considered less attractive in the current economic climate?

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What factors contribute to the positive outlook for Australian equities compared to China?

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