Marckus: Front end of yield curve to steepen sharply

The video discusses market expectations for rate hikes, with a focus on inflation and the impact of China's COVID policy. It covers asset allocation strategies amidst geopolitical and monetary uncertainties, highlighting the importance of guidance over hard numbers. The discussion also touches on sector preferences, particularly in equities and bonds, and the potential risks of recession.

What is the consensus around the rate hikes mentioned in the text?

How does the speaker view the impact of the Chinese COVID policy on global inflation?

What are the key factors affecting the commodity prices as discussed?

What recommendations does the speaker provide for investors in light of current uncertainties?

What are the implications of the yen's weakening as discussed in the text?

What is the speaker's perspective on the equity market and its future outlook?

How does the speaker assess the bond market's current situation?