South Korea Will Be First in Asia to Raise Rates: Goldman Sachs

The video discusses the ongoing impact of the pandemic on global exports, particularly in North Asia, where demand remains strong. It examines inflation trends and central bank policies, highlighting potential rate hikes in South Korea and other regions. The economic outlook for Southeast Asia is explored, noting challenges due to COVID-19 and vaccination progress. Labor market distortions and migration issues are addressed, with a focus on recovery timelines. China's monetary policy remains stable with sector-specific tightening. Finally, the video analyzes US treasury yields and their implications for Asia, considering the Fed's potential rate hikes.

How are vaccination rates affecting the economic recovery in North Asia?

What are the implications of the recent changes in US treasury yields for Asia?

What is the outlook for the US dollar in relation to global economic recovery?