Macro Insights Livestream - March 2022
The conflict around Ukraine and resulting geopolitical stress have further complicated the picture for 2022. Inflation is at risk from oil and gas price spike if the conflict persists, but the outlook for demand will also be dented under that scenario. How will the Fed navigate this minefield, with the scenario of weak growth and high inflation being the most undesirable? From the US to Europe to China, the policy and market dynamics are increasingly divergent, creating cross-currents for oil import dependent Asia. We examine the associated risks and scenarios. Senior Economist Radhika Rao will offer her take on EU, India, and Indonesia.
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