UBS Global Wealth Is 'Overweight' Asian Stocks, Zuercher Says

The video discusses the trends in equity and bond markets, highlighting the strong performance of Asian equities in the first quarter of 2019. It analyzes the fixed income market, noting the contraction of credit spreads and the potential misjudgment of the macroeconomic outlook by the rates market. The discussion covers the yield curve inversion and its implications for a potential recession, questioning the aggressiveness of bond investors. The video concludes with predictions on market trends, suggesting a V-shaped recovery and stable Fed policy, with expectations of GDP growth in the second quarter.

According to the speaker, what type of recovery is expected following the disruptions in the supply chain?

What is the speaker's perspective on the Fed's actions and their impact on the economy?