Chris Zaccarelli

Frederic Neumann, Chief Asia Economist at HSBC, discusses South Korea's impressive GDP growth of 1.3% and its implications, highlighting a K-shaped recovery led by AI. He notes that despite strong headlines, consumer spending remains weak and risks in China loom. Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, offers insights on U.S. inflation and the Federal Reserve's potential policies. He views cryptocurrencies as a key risk barometer for market trends and recommends diversifying beyond U.S. assets amid rich valuations.