Goldman Sachs' Tilton on Asia's Economic Week Ahead

The video discusses the economic outlook amid rising bond yields and COVID-19 impacts. It covers the potential policy normalization by central banks like RBNZ and the Bank of Korea, despite the Delta variant. The discussion highlights the short-term negative effects of COVID-19 on economic growth, with expectations of improvement in 6-12 months due to increased vaccinations. China's trade slowdown and its link to global inflation are examined, along with shipping bottlenecks affecting inflation in Asia. The video concludes with Japan's economic outlook amid leadership changes, predicting growth and improved COVID-19 conditions.

What are the implications of China's trade numbers for economies dependent on it?

What factors are contributing to the inflation outlook in the region?

How might the leadership reshuffle in Japan affect fiscal support?