Informa Global Markets' Cavenagh: Too Early To Fade USD/CNH Bounce

The transcript discusses the global economic recovery, focusing on China's export and import performance, and the challenges in domestic consumption. It highlights the risks to China's growth, including credit conditions and financial balance. The US economic outlook is examined, with emphasis on interest rates and fiscal stimulus. Market expectations for US growth and the dollar's performance are analyzed. Finally, predictions for economic recovery and policy adjustments by the end of the year are provided.

What are the implications of the Fed's potential tapering on the economy?

How does the current economic cycle differ from the one in 2008-2009?

In what ways might the economic recovery impact inflation expectations?