Markets Have Further to Go in Pricing Rate Hikes: Goldman

The video discusses the impact of global central bank rate hikes on market conditions, focusing on how equities are reacting to tightening financial conditions. It highlights the market's pricing of rate rises and the associated risks, emphasizing the need for valuation adjustments. The discussion also covers bear market dynamics, including triggers for recovery and the importance of reaching a peak in interest rate and inflation expectations.

What factors are contributing to the current tightening of global central banks?

How have market expectations regarding rate rises changed over the past year?

What is the potential impact of further rate rises on equity markets in the short term?

What conditions are typically seen when approaching a trough in a bear market?

Why is it important to reach a peak in interest rate and inflation expectations?