Gartside: Need to Price at Least Four Fed Rate Hikes

The video discusses future interest rate hikes by the Fed, the impact of geopolitical risks on markets, and the potential for a recession following a period of economic expansion. It also covers the Fed's balance sheet strategy and its implications for bond markets, as well as trends in European bonds and financial conditions.

What are the implications of the Fed selling its balance sheet?

How do rising equity markets influence financial conditions in the eurozone?