Saxo Sees Stocks-Bonds Divergence in Second Half

The video discusses the potential for a technical recession in the US, emphasizing the difference between a technical and a broad-based recession. It highlights inflation as a major concern and predicts limited room for bond yields to rise. The video also covers China's mixed economic outlook, the Reserve Bank of Australia's interest rate decisions, and the potential impact on the Aussie dollar. Finally, it predicts further declines in equity markets due to earnings disappointments.

What factors could lead to a divergence between equities and bonds in the second half of the year?

What challenges does the Reserve Bank of Australia face in its monetary policy decisions?