Mashreq Capital's Kettlewell on Turkey's Replacing Central-Bank Governor, Fed's Ending Capital Break

The video discusses Turkey's surprise rate hike and its impact on markets, highlighting the challenges in rebuilding credibility. It explores market reactions, particularly in currency and bonds, and the potential for contagion. The discussion shifts to US Treasury yields and Federal Reserve policies, noting the Fed's accommodative stance. The outlook for equity markets and risk assets is positive, with a focus on value versus growth. The video also examines US-China relations, emphasizing the Biden administration's stance and its implications for markets.

In what ways do the economic fundamentals of Turkey impact its bond market access?

How does the discussion characterize the relationship between interest rates and inflation?

What strategies are suggested for investors looking at emerging market currencies?

What challenges does the PBOC face in balancing monetary and fiscal policy?