JPMorgan James Sullivan on Global Markets

The transcript discusses the Federal Reserve's shift to a restrictive monetary policy, highlighting its willingness to accept higher unemployment. It examines Asia's economic challenges, particularly in maintaining currency competitiveness and managing inflation. The global market outlook is analyzed, with a focus on the US and Asian markets. The impact of energy on market performance is explored, with specific investment strategies recommended for Asian markets. Finally, the role of central banks in balancing inflation and currency competitiveness is discussed.

In what ways are Asian markets expected to perform relative to the US markets?

What balancing act do Asian central banks face in controlling inflation?