Orena Financial Services' Poole on Asia Markets

The video discusses the potential overreach of the Fed's rate hikes and the risk of a recession in 2024. It explores the strength of the US dollar, driven by elevated rates and safe haven flows, and the implications for risk currencies. The bond market is analyzed, highlighting opportunities despite recent pain, and the potential for a bull state in the yield curve. The video also examines the volatility in equity markets due to yield changes and the challenges for tech and growth stocks. Finally, it addresses China's economic outlook, with a focus on growth forecasts and potential fiscal support.

What challenges are facing the equity markets in the coming months?

How might China's economic policies impact its growth forecast?

What measures could be taken to support consumer spending in China?