StanChart's Goh on Rout in Stocks & Bonds

The video discusses the recent performance of stocks and bonds, highlighting the impact of inflation and central bank policies, particularly the Fed's hawkish stance. It explores the potential for increased market volatility due to geopolitical risks, COVID-19 lockdowns in China, and supply chain disruptions. Despite these challenges, the overall economic outlook remains robust, with low recession probability and strong consumer and labor markets. The video also touches on the resumption of production in Shanghai amid ongoing lockdowns.

What indicators suggest that a recession is unlikely this year?

How does the speaker view the relationship between volatility in treasuries and stocks?

What are the expectations regarding the COVID lockdown situation in China?