SPI AM's Innes on Global Markets

The video discusses the sharp repricing in markets, particularly equities, due to hawkish central bank policies. It highlights the confusion over inflation perceptions and the shift in market focus from inflation to growth. The US stock market faces potential challenges with forced selling, while asset allocation strategies are explored. Opportunities in Asian markets, especially China, are considered amid COVID-19 concerns. Currency challenges and the impact on European markets are also examined, with a focus on the US dollar's influence.

What are the implications of central banks being hawkish on monetary policy?

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How does the speaker perceive the current inflation trends compared to the general public's perception?

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What concerns does the speaker express regarding US retail sales data?

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What is the significance of the S&P 500 closing below 3933 points?

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What are the potential challenges for asset allocation in the upcoming year?

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In what ways does the speaker suggest Asia could present investment opportunities?

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How does the speaker view the relationship between the US dollar and European markets?

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