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Will China or the US lead global recovery?
Eric Robertsen shares insights into whether China or the US will lead global recovery and how can economies continue to grow in a sustainable manner.
Outlook for US Treasury yields and inflation
Eric Robertsen shares his views on the year-to-date surge in US treasury yields, and if these increases are going to generate inflationary pressures.
Investor outlook for Fed meeting
Listen to insights from Eric Robertsen into what to expect around rate changes, bond markets and trade flows for China and rest of Asia.
Positive outlook for Emerging Markets in Asia and Commodities
Eric Robertsen shares a positive outlook on Emerging Markets in Asia and Commodities.
Markets may be ignoring or under-pricing potential 2021 ‘surprises’
Eric Robertsen outlines eight potential financial market surprises for 2021.
Asia likely beneficiary of returning EM capital
Eric Robertsen identifies Asia as the likely beneficiary of returning EM capital.
Outlook for inflation in 2021
Eric Robertsen shares his outlook on inflation, emerging markets, and the possible impact of additional US fiscal stimulus under the incoming Biden administration.