Marckus: US Rates to Level Off after September

The transcript discusses the potential for interest rate hikes and their impact on economic stability, market trends, and risk assets. It analyzes the oil market's overshooting due to geopolitical factors and examines currency dynamics, particularly the strength of the dollar and euro weakness. The discussion also covers investment strategies, focusing on the bond market and the implications of inflation and recession risks.

How does the speaker assess the impact of geopolitical events on oil prices?

What concerns does the speaker express regarding inflation in the UK?

What recommendations does the speaker provide for bond exposure in the current market?