Barclays' Rajadhyaksha On Fed Rate Direction

The transcript discusses the surprise in the market due to the Fed's unexpected rate hikes and the implications of central banks' responses to inflation. It explores potential policy mistakes, structural inflation factors, and economic trends. The discussion includes interest rates, the economic outlook, and political influences, as well as the analysis of the dollar, bond yields, and global economic conditions. China's economic slowdown and its global impact are examined, along with the ECB's stance on inflation and comparison with the UK.

How does the speaker characterize the recent performance of central banks globally?

What does the speaker suggest about the future of the US dollar in the current economic climate?

What structural issues are affecting the Chinese economy according to the speaker?