SEB's Victorino on Markets, Strategy

The video discusses market dynamics, focusing on the impact of oil prices on Asian economies and investor expectations regarding the Fed's actions. It highlights inflationary pressures in the US, driven by supply shocks and wage issues, and examines inflation trends in Asia, with central banks potentially raising rates. The Bank of Japan's policy stance and inflation outlook in Southeast Asia are also covered.

What factors are influencing the movement of oil prices and their impact on emerging markets?

How is the narrative of 'higher for longer' affecting investor expectations?

What are the implications of the recent PMI numbers and core PCE data on US demand?

Discuss the potential impact of rising wages and oil prices on inflation in the US.

What challenges do central banks in Asia face regarding inflation and monetary policy?

How might the Bank of Japan's approach to monetary policy change in response to inflationary pressures?

What are the expected risks to the inflationary outlook in Thailand?