Ayub: Implied Volatility on Equities Benign

The video discusses the impact of consumer spending on inflation and the market's response to different economic scenarios in 2023. It highlights the Fed's focus on inflation, the volatility of economic data, and the potential for higher interest rates. Investment strategies are explored, with a focus on equities, particularly in non-US markets. The discussion also covers Japanese and Pacific assets, the role of the dollar, and the improving sentiment in these regions. Finally, the video examines China's growth prospects, potential stimulus measures, and geopolitical risks, particularly in relation to US-China relations.

What challenges does the Bank of Japan governor nominee face in changing policy?

What factors are influencing the dollar's value in relation to the Fed's expected rate path?

What geopolitical risks could impact US-China relations according to the discussion?