Fed Has One More Hike, Then Done: Raychaudhuri

The video discusses the Federal Reserve's potential 'one more and done' rate hike strategy amid banking sector turmoil and strong job reports. It advises caution in investing in high-duration assets due to global liquidity crunches and suggests focusing on Asian equities and defensive stocks. The video highlights North Asia's market trends, particularly in tech and electric vehicles, and examines inflation trends, dismissing the likelihood of another disinflation round.

What investment strategies are suggested in light of current market conditions?

How do the recent PMI data and bank credit data influence market sentiment?

What is the outlook for inflation based on the discussion in the text?