First Bank to Cut Rates Will Be RBI, Says AllianceBernstein’s Gibson

The video discusses the potential rate cuts by central banks, focusing on the Reserve Bank of India and the broader implications for developed markets. It highlights the Asian bond markets, particularly Indonesia and Malaysia, and their inflation data. The cautious approach of emerging markets to rate cuts is examined, considering currency stability. The video concludes with an outlook on future rate paths and market reactions, emphasizing the US and Chinese markets.

What is the market consensus regarding the Reserve Bank of India's rate cut?

What is the current inflation situation in Indonesia?

What factors are influencing the bond market in Indonesia?

How are Asian central banks responding to the Fed's dovish stance?

What are the potential risks of emerging markets cutting rates too aggressively?