Trinh: Inflation Still Lynchpin in 2023

The video discusses the potential global recession in 2023, highlighting economic challenges in the US, Canada, New Zealand, Australia, the eurozone, and Asia. It examines market reactions to Fed policy, interest rates, and the yield curve inversion. Strategies for asset allocation in uncertain economic conditions are explored, emphasizing a defensive posture. The video also delves into China's economic challenges, including COVID-19 management and policy responses.

How should investors approach asset allocation in light of the current market conditions?

What sectors are expected to perform better during a recession?

What are the key indicators to watch for in China's economic policy adjustments?