Macro Insights Livestream - April 2022
From China’s struggles with the pandemic to the conflict in Ukraine, one shock after another is hitting global inflation. The most challenging price backdrop in four decades carries considerable macroeconomic and socio-political risks. We examine the challenges facing the US Fed in this context and the likely ripple effects for the global economy. We are also following China and its myriad headwinds, which comes with a reassessment of the near-term outlook. What does the global economic and monetary policy developments mean for credit risks? We look at our favourite leading indicators.
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