Informa Global Markets on Macro, FX Markets Strategy

The video discusses the current state of global equity markets, highlighting central bank policies and the potential impact of China's economic slowdown. It examines inflation risks in the US, considering both cost-push and demand-pull factors, and the implications for interest rates. The bond market's dynamics are analyzed, with a focus on short-term volatility and asset allocation strategies. The video concludes with insights into currency trends and the economic cycle.

What factors are influencing the global equity markets at this stage?

How is the tapering of central bank policies expected to affect global investors?

What concerns are raised regarding valuations and sectoral plays in the equity markets?

In what ways might the China slowdown impact global markets?

What are the potential risks associated with inflation in the current economic cycle?

How do policymakers view the current inflation pressures compared to previous economic cycles?

What is the expected impact of interest rate rises on the bond market?