Aita: Inflation to Peak Around Middle of 2022

The video discusses the European Central Bank's stance on inflation and interest rates amidst geopolitical tensions in Europe. It covers market reactions, client strategies, and shifts in regional investments, particularly towards Asia ex Japan. The video also explores policy divergences between major central banks and their impact on currency markets, with a focus on the dollar, euro, and GBP.

What challenges are faced by the Asian high yield market, particularly in relation to China's real estate sector?

What are the implications of the policy divergence between the ECB and the Bank of England?

How is the dollar expected to perform against other currencies throughout the year?