Not the Time to Sell in May and Go Away, Says Amundi’s Bradshaw

The video discusses the recent trends in the stock and bond markets, highlighting the influence of central bank policies on asset prices. It explores the market's expectations for interest rate changes, particularly the possibility of a rate cut by the Fed. The challenges in the Fed's transmission mechanism due to its balance sheet reduction are examined. The video also analyzes economic indicators such as inflation and employment, which impact the Fed's strategy and market pricing.

What is the key driver of asset prices according to the first section?

• Geopolitical stability

• Corporate earnings

• Central bank policies

• Global economic growth

In the second section, what is the market's expectation regarding interest rates?

• A significant rate cut

• A small rate cut

• A significant rate hike

• No change in rates

Which asset is considered the only real safe asset offering value in the second section?

• Gold

• Real estate

• European bond market

• US bond market

What is the Fed's core inflation measure mentioned in the third section?

• Consumer Price Index (CPI)

• Producer Price Index (PPI)

• Personal Consumption Expenditures (PCE)

• Gross Domestic Product (GDP) deflator

According to the third section, what is the Fed's current challenge with inflation?

• Inflation is unpredictable

• Inflation is falling below target

• Inflation is stable at 2%

• Inflation is rising too quickly