Marckus: Front end of yield curve to steepen sharply

The video discusses market expectations for rate hikes, with a focus on inflation and the impact of China's COVID policy. It covers asset allocation strategies amidst geopolitical and monetary uncertainties, highlighting the importance of guidance over hard numbers. The discussion also touches on sector preferences, particularly in equities and bonds, and the potential risks of recession.

What is the market's current expectation regarding basis point hikes?

• A single 100 basis point hike

• No hikes expected

• A series of 50 basis point hikes

• A series of 25 basis point hikes

What is a significant factor in the global inflation narrative?

• Stable commodity prices

• Decreasing global demand

• Increased consumer spending

• Rampaging rate hikes from the Fed

What is the current situation with China's GDP in the context of COVID policies?

• GDP is stable with no expected change

• GDP is expected to slip to 4.8%

• GDP is expected to decline by 20%

• GDP is expected to grow by 10%

What is the market's focus in light of geopolitical uncertainties?

• Hard numbers and immediate results

• Long-term guidance and future expectations

• Short-term profits

• Stable currency exchange rates

What is a prescient risk concerning the yen?

• Concerted intervention to slow down weakening

• Complete collapse of the yen

• Strengthening of the yen

• No intervention expected

Which sector is considered interesting on the retail side?

• Healthcare

• Retail

• Energy

• Technology

What is the current sentiment towards equities?

• Highly bullish

• Extremely bearish

• Neutral

• Dropping due to recession risks