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20 July 2022 Asset Allocation | Economics & Growth | Equities | Rates | US

Bloomberg TV Interview: Risk On?

Bilal Hafeez

By Bilal Hafeez

I had the pleasure of featuring on Bloomberg TV this morning shortly after the release of UK CPI data, printing a 40-year high of 9.4%. Yes, the last few days have seen some risk-on action, but I’m personally not convinced. The main drivers behind the market selloffs we’ve seen are still in motion, notably central bank hikes. I also discuss whether the ECB could hike 50bp tomorrow, and whether the dollar has more room to rally.

Bilal Hafeez is the CEO and Editor of Macro Hive. He spent over twenty years doing research at big banks – JPMorgan, Deutsche Bank, and Nomura, where he had various “Global Head” roles and did FX, rates and cross-markets research.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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