RHB: Darkness May Be Coming To EMs In 2H 2021

The transcript discusses economic forecasts, focusing on the US and China, and highlights geopolitical risks in regions like the Middle East and Afghanistan. It analyzes market conditions in Asia, particularly Malaysia, Singapore, Indonesia, and Thailand. The discussion also covers the US market's performance, investment strategies, and interest rate forecasts, emphasizing the impact of geopolitical events and the Federal Reserve's role. Key factors influencing market expectations include economic data, geopolitical risks, and COVID-19 variants.

What is the speaker's forecast for U.S. treasury yields in the fourth quarter?

What conditions does the speaker believe are necessary for achieving the forecasted treasury yield?

How does the speaker assess the impact of COVID-19 variants on market sentiment?