'It will continue to be a rough ride, with few places to shelter'

'It will continue to be a rough ride, with few places to shelter. Geographically and geopolitically the US, despite being in the middle of much of the turbulence, should continue to be an attractive '

Financial markets have been at the receiving end of monetary policy tightening by central banks as they fight hard to tame inflation. London-based JAN LAMBREGTS, managing director and global head of financial markets research, Rabobank International, and JOE DeLAURA, its US-based senior energy strategist, share their views on the road ahead for global markets in a conversation with Puneet Wadhwa. Edited excerpts:

Have the markets digested the likelihood of sharper rate hikes, going ahead?

Lambregts: Market participants are plenty aware of the US Fed’s mission to fight inflation with higher rate hikes, yet simultaneously hoping for the Fed to pivot