AXA IM's Bigos on Markets, Strategy

The video discusses the market's expectations regarding central bank actions, particularly the Fed, and the anticipated interest rate hikes. It explores the global synchronization of monetary policy tightening and its varied impacts on developed and emerging markets. The discussion highlights the potential recessions in developed markets and the different challenges faced by emerging markets. The video also addresses market reactions to monetary tightening, the shift in focus from inflation to global growth, and the implications for currency dynamics, particularly the dollar, amid divergent monetary policies.

In what ways is the market reacting to the potential deceleration of inflation in 2023?

What are the potential catalysts for the dollar to increase in value according to the discussion?