UBS Global WM's Zuercher on Markets, Strategy

The video discusses the current economic landscape, focusing on JGB yields, currency fluctuations, and portfolio strategies. It highlights the BoJ's stance on yield curve control, the impact of a strong US dollar, and the potential for a 6040 portfolio revival. China's economic challenges, including COVID and property issues, are examined, along with the potential for a currency crisis in Europe. The video concludes with insights into emerging markets and the global economic outlook.

What are the implications of the current JGB yield being the highest since 2015?

How does the Fed's determination to increase interest rates affect the Japanese yen?

What factors contribute to the muted rebound of China's economy?

What are the key issues facing China's property sector and its impact on the economy?

What is the expected trend for the yuan against the dollar by year-end, and what factors influence this?

In what ways could the Fed's potential pivot impact the US dollar?

How might the current trade deficits in the pound and euro lead to a currency crisis?