Patel: April Will Be About Consolidation

The video discusses the current state of inflation in the US and its impact on global risk appetite. It highlights the potential for market consolidation and the role of treasury yields. The discussion also covers the strength of the dollar in the FX markets, influenced by Fed and ECB policies. The divergence between these central banks is expected to affect the euro-dollar exchange rate.

What factors are contributing to the current risk appetite in the market?

• Inflation in the US and J&J vaccine rollout pause

• High unemployment rates

• Strong consumer spending

• Decreasing oil prices

What is expected to happen with inflation uncertainty in the short term?

• It will reach its peak

• It will cause a market crash

• It will decrease significantly

• It will remain stable

How are growth stocks expected to perform in the current market environment?

• They will likely decline

• They will remain unchanged

• They will perform well

• They will be highly volatile

What is the expected trend for the US dollar against the Euro?

• The dollar will weaken

• The Euro will strengthen

• The dollar will strengthen

• The Euro will remain stable

What is the estimated gap between the Fed and ECB's policy tightening?

• 24 months

• 6 months

• 12 months

• 18 months