This Is Peak Hawkishness From The Fed | Joseph Wang – Forward Guidance — Transcript

This Is Peak Hawkishness From The Fed | Joseph Wang – Forward Guidance — Transcript

Market views

Bullish

TLT— Bullish on long bonds due to belief that current rates are too high
XAU— Positive outlook for gold due to expected dollar weakness and potential trade tensions
MFG— Bullish on US manufacturing sector in the medium term due to fiscal policy and potential revitalization efforts

Bearish

USD— Expecting significant weakening of the dollar due to dovish Fed policy and market dynamics
SPY— Bearish outlook for US equity markets due to foreign investor positioning and potential dollar weakness

Not investment advice.