Bertoni on Fed Rate Hikes, Oil, Supply Chain Constraints

The video discusses the Federal Reserve's potential rate hikes and their impact on markets, emphasizing a likely 25 basis point increase. It analyzes the bond market's rough start in 2022 and the need for U.S. Treasury repricing. Rising oil prices are highlighted as a factor that will soon affect inflation. European debt markets are explored, noting the ECB's delayed response to inflation. Finally, China's economic challenges, including property market deleveraging, are examined, suggesting it's too early to invest heavily in the region.

What are the expectations for the Fed's rate hikes in the upcoming March meeting?

How has the bond market performed at the start of 2022, and what are the implications for Treasurys?

What factors are contributing to the high prices of commodities, particularly oil?

What is the current state of the European Central Bank's monetary policy, and how might it change?

How does the current inflation situation compare between the US and Europe?

Discuss the investment opportunities in the European market, particularly in financial and subordinated debt.

What are the challenges facing the Chinese market, and how do they affect investment decisions?