Macquarie Wealth's Lakos on Global Markets

The video discusses the gap between market communication and perception, focusing on the differences between 2022 and 2023. It highlights inflationary pressures, market volatility, and the forward-looking nature of equity markets. The discussion extends to bond yields, economic indicators, and the impact of corporate earnings, particularly from major companies like Alphabet and Amazon. The video also addresses the Adani Group's market challenges and the broader implications for risk management.

What is a key difference between the economic scenarios of 2022 and 2023?

• Inflationary pressures are increasing in 2023.

• Equity markets are less volatile in 2023.

• Central banks have stopped intervening in 2023.

• The economy is stalling more in 2023.

What is the current state of G10 fixed income yields according to the transcript?

• They are expected to rise further.

• They have likely peaked.

• They are at an all-time low.

• They are unaffected by inflationary pressures.

Which companies reported AAA earnings as mentioned in the transcript?

• Alphabet, Amazon, and Microsoft

• Alphabet, Amazon, and Apple

• Alphabet, Amazon, and Tesla

• Alphabet, Amazon, and Facebook

What has been the impact on the Adani group's market capitalization?

• It has remained stable.

• It has halved since the allegations.

• It has increased by 25%.

• It has doubled since the allegations.

What is a major focus for clients in the current economic cycle?

• Avoiding geopolitical risks

• Investing in cryptocurrency

• Understanding bond yields and equity market trends

• Predicting the next recession