RHB: Fed Still Behind Inflation and Employment Curves

The video discusses the current state of global markets, highlighting stability in developed markets and capital outflows in emerging markets. It examines the impact of a hawkish Fed policy on market pricing and investment strategies, emphasizing a shift towards alternative assets and a bullish stance on the dollar. The discussion also covers the effects of vaccination rollouts on economic recovery, with a focus on GDP growth in developed versus developing nations. Finally, it analyzes trends in fixed income markets and yield curves, particularly in the US and Southeast Asia.

How does the speaker assess the impact of currency depreciation on exports in Malaysia?

What concerns does the speaker express regarding the vaccination rollouts in developed and developing nations?

What are the projected GDP growth rates for the US according to the speaker?