Macro Insights Livestream - April 2021
Contrasting trends characterise the ongoing pandemic—impressive rate of vaccination versus infection resurgence. We take stock of the strong and weak country cases around pandemic management and economic momentum. We also bring in our rates (Eugene Leow), currency (Philip Wee), credit (Chang Wei Liang) specialists to go over our forecasts and analysis around reflation, higher rates, USD strength, and a trough in EM credit spreads.
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