UBP's Casanova on Asia's Macro Week

The video discusses the muted impact of Fed measures on US demand, highlighting strong labor market statistics and potential inflation risks. It analyzes China's trade surplus and its implications for GDP, noting external pressures and inflationary trends. Geopolitical tensions, particularly between the US and China, are examined for their economic impact, including supply chain disruptions. The potential long-term inflationary effects of economic decoupling between major economies are also explored.

What impact do the measures implemented by the Fed have on aggregate demand in the US?

How does the ISM PMI manufacturing indicators new orders minus inventories relate to the actual PMI number?

What does the text suggest about the relationship between the labor market and inflation?

What are the potential long-term risks to inflation mentioned in the text?

What factors are contributing to the current state of the Chinese economy as discussed in the text?

What are the implications of the geopolitical tensions mentioned in the text on the economic forecast?

How might the decoupling between the US and China affect inflation in the long term?