Long Oil, Commodities a Good Hedge Against Ukraine Crisis: UBS

The video discusses the recent market relief rally, highlighting ongoing risks, particularly political ones. It emphasizes the importance of hedging through commodities and safe haven assets like the Japanese yen, especially amid the Ukraine crisis. The impact of rising food prices on inflation and potential social unrest is explored, with a focus on emerging markets. China's market performance is analyzed, noting its potential as a hedge against Fed missteps. The video also covers FX market volatility driven by divergent central bank policies, suggesting strategies to capture alpha in this environment.

What is the speaker's perspective on China's economic performance and its potential as a hedge?

What strategies does the speaker recommend for positioning in the current market environment?