Emerging Markets on Central Bank Watch

The transcript discusses market skepticism regarding the Federal Reserve's actions and Janet Yellen's potential influence on this perception. It highlights the impact of US financial conditions on emerging markets, noting that despite Fed rate hikes, conditions remain loose, benefiting risk assets. The discussion also covers recent movements in the Qatari market, with a focus on bond performance and relative value trades, as well as the implications of Qatar's credit rating being on negative watch.

What are the implications of the Fed's actions on emerging market investors?

How might Yellen's views on inflation affect financial conditions in the U.S.?

What are the potential risks and opportunities for investors in the current market conditions?

Discuss the significance of the recent movements in the Qatari bond market.

What does the flattening of Qatar's bond curve indicate about its economy?