UOB: First Fed Taper Likely In December 2021

The video discusses the Federal Reserve's hawkish pivot and its implications for financial markets, focusing on inflation and tapering. It analyzes the reflation trade, market positioning, and the potential impact on fixed income and the US dollar. The discussion extends to global central banks, particularly in Asia, and their influence on interest rates. The video also addresses challenges faced by emerging markets, including supply chain issues and pandemic recovery.

How are Asian central banks responding to the Fed's policy changes?

In what ways might emerging markets be affected by the Fed's tightening?

What uncertainties are present in the commodities market as discussed?