Auyb: Added Exposure to Safe Haven Assets

The video discusses the Federal Reserve's need to regain control over inflation, with Mohammed El Erian suggesting a doubling of the taper. It explores the market regime indicator, highlighting its crisis point and the resulting asset allocation strategies, including a shift to safe haven assets. The impact of inflation on equities and real dividend yields is examined, noting the potential erosion of asset returns. Finally, the video addresses China's unique economic path and its potential influence on global markets through stimulus measures.

What does Mohammed El Erian suggest the Fed needs to do regarding inflation control?

How does the resurgence of the Omicron variant impact market sentiment according to the discussion?

What actions are being taken in response to the market regime indicator being at a crisis point?

What is the significance of the real dividend yield turning negative in equity allocation?

How does inflation affect asset returns in the medium term according to the speaker?

What is the current state of the commodity market as described in the discussion?

How does the PBOC's recent language shift affect perceptions of risk in the market?