Mashreq Capital's Kettlewell on FOMC Tapering, Oil Prices, Bond Yields

The video discusses the impact of oil price fluctuations and the Federal Reserve's tapering timeline. It highlights the debate within the Fed regarding when to start tapering, considering economic indicators like employment and consumer sentiment. The discussion also covers the geopolitical implications of the U.S. exit from Afghanistan on oil markets and OPEC+ dynamics. Investment strategies in long-duration bonds, particularly in the GCC region, are explored, emphasizing the interest rate risk and the potential for value in emerging markets.

What is the significance of the US's reputational damage from its Afghanistan exit in relation to Iran?

What are the implications of the current oil prices for budget deficits in the GCC?

What is the speaker's perspective on the future of long duration bonds?