CS's Hechler-Fayd'Herbe on Inflation, Global Growth Outlook

The video discusses the impact of the Fed chair's policies on risk assets and interest rates, highlighting the potential for tapering and interest rate hikes. It analyzes inflation trends and yield curve dynamics, particularly in the US and Europe, and suggests investment strategies focusing on managing interest rate risk and asset allocation. The impact of COVID-19 on markets, especially in relation to vaccination rates, is also examined. Finally, the video explores the energy market, emphasizing the role of supply and demand in oil price expectations.

What strategies are suggested for fixed income investors in light of the expected interest rate changes?

What are the potential advantages for countries with high vaccination rates in the context of economic recovery?

How does the speaker view the relationship between oil supply and demand in the current market?