Qontigo's Olivier d'Assier on Market Outlook

The video discusses the impact of monetary policy changes, particularly rate hikes, on the economy. It compares the bond and equity markets, highlighting differences in investment horizons and recession forecasts. The video also explores investment strategies amid market misalignments and contrasts the economic outlooks of Europe and the US. Additionally, it analyzes Asian market dynamics and future trends in the dollar and currency markets.

Why does the speaker believe Europe will outperform the US economically?

What is the current outlook for the dollar according to the speaker?