ANZ' Goh: Our Base Case Is for 2 Fed Rate Hikes

The video discusses the economic outlook for Asia, focusing on the impact of US economic data and policy on Asian central banks. It highlights the potential for US rate hikes and their implications for Asian markets, including the Reserve Bank of India's cautious stance. The weakening US dollar is seen as a relief for Asian central banks, but US bond yields remain a concern. The video also covers China's recent tightening measures aimed at financial stability and the implications for the yuan and foreign reserves.

What are the expected actions of central banks in Australia, New Zealand, Thailand, and the Philippines regarding their policies?

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How might the recent surge in US payrolls affect central bank thinking in Asia?

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What is the base case prediction for the Federal Reserve's rate hikes this year?

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What impact does the weakening US dollar have on central banks in Asia?

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What are the implications of the tightening measures taken by the PBOC in China?

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How does the current foreign currency situation affect China's economic stability?

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What might happen to the yuan if the US dollar strengthens again?

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