Goldman Sachs' Tilton on Asia Economies

The transcript discusses the monetary policies of Korea and other Asian countries, focusing on inflation and interest rates. It highlights the influence of US monetary policy on Asian central banks and examines inflation trends, including oil prices and producer price indices. The discussion also covers trade surplus trends, particularly in commodity-importing countries like Japan and India, and China's significant trade surplus.

What factors are contributing to the current tightening cycle mentioned in the text?

What signs indicate that global goods inflation may have peaked?

How has the inflation situation in Asia influenced interest rate decisions by central banks?

Discuss the implications of rising oil prices on inflation trends as mentioned in the text.

What are the expected trends for trade surpluses and deficits in the context of commodity importers and exporters?