Nomura's Ticehurst on FX and Bonds Outlook

The video discusses the strength of the US dollar amidst global economic uncertainties, including recession risks in the US, Europe, and Asia. It highlights the challenges faced by the euro and pound due to economic and political factors. The video also examines potential recessions in Japan, South Korea, and Australia, with a focus on housing market dynamics and their impact on the economy. The Australian economy is analyzed in detail, with concerns about a possible recession due to rising mortgage rates and falling property prices.

What are the anticipated recession risks in parts of Asia mentioned in the text?

What are the implications of rising mortgage rates on consumer behavior as discussed?

What is the central case regarding the economic outlook for Australia?