-
Market Pulse
Eric Robertsen, Global Head of Research and Chief Strategist, shares insights on what is moving the markets
Global H2-23 Outlook – Inflation and policy divergence driving FX trends
What is the capacity of the US economy to cope with further Fed tightening? Will China’s slowing economic momentum bounce back in H2? Eric Robertsen, Global Head of Research and Chief Strategist shares his views on the global outlook for the second half of the year and opportunities in emerging markets.
US mid-term elections
Would China re-opening and improved supply chains be disinflationary for next year? Could this support a potential pivot from other central banks? Eric Robertsen speaks to CNBC about the impact of the US mid-term elections, fed interest rate hikes and China’s zero COVID-19 restrictions on global markets.
Central bank rate hikes
What’s the market mood following recent risk events? Eric Robertsen shares with CNBC key risk factors to watch out for and why the forward outlook for central banks over the next 3 to 4 months is critical.
Outlook for Fed rate hike
All eyes are on the Fed’s next rate hike. But how high must interest rates be to reduce inflation without slowing growth? Global Head of Research, Eric Robertsen shares an outlook on emerging market (EM) inflation and growth, and impact on EM assets.
Global economic slowdown
As Fed and other Central Banks around the world slam on the breaks, this could impact growth in the second half of the year. Eric Robertsen shares his views on the potential for global economic deceleration and why China’s economic recovery will be a slow and deliberate one.
Inflation: the opportunities
Eric Robertsen shares his views on Fed rate hikes, US and global inflation and the opportunities in emerging market assets.
Fed tapering
Eric Robertsen discusses how emerging signs of improving productivity could mitigate short-term inflationary pressures and the faster-than-expected normalization of growth in China.
Emerging markets cyclical recovery
Global Head of Research, Eric Robertsen shares his views on EM growth and why he remains positive about Asia.
Asia’s emerging markets
Eric Robertsen explains why Asian emerging markets are less vulnerable to a Federal Reserve tapering this time around, even with the overhang of the coronavirus uncertainty.
Will the recent USD rally last?
Eric Robertsen shares insights into how Asian markets tied to global trade look to perform well this year and how commodities play a part in a broader recovery story.
Global debt levels
Eric Robertsen shares his views on global debt levels, the impact of rising interest rates in the global economy and how gold is likely to get more investor attention this year.
Fed rate outlook and emerging markets
Eric Robertsen shares insights into the outlook for emerging markets recovery as the Fed continues to pursue an easy money policy, and US inflation expectations surge.
Post-COVID-19 recovery
Eric Robertsen examines if raising corporate tax or increasing debt issuance are the right strategies for emerging market and advanced economies trying to fund their stimulus plans and pull themselves out of COVID-19 induced recession.
China or US leading 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
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.
H1 outlook
Eric Robertsen shares his H1 outlook for Asia.
Emerging markets in Asia
Eric Robertsen shares a positive outlook on emerging markets in Asia and Commodities.
Financial market surprises
Eric Robertsen outlines eight potential financial market surprises for 2021.
Returning emerging market capital
Eric Robertsen identifies Asia as the likely beneficiary of returning emerging market capital.
Positive outlook on emerging markets
Eric Robertsen shares a positive outlook on emerging markets.
Outlook on inflation
Eric Robertsen shares his outlook on inflation, emerging markets, and the possible impact of additional US fiscal stimulus under the incoming Biden administration.