Mashreq's Kettlewell on Outlook for MENA Bonds

The video discusses the risks of entrenched inflation and potential shocks from the Fed's policy. It explores investment strategies, focusing on long-duration assets and perpetual bonds, and highlights bonds to avoid due to volatility and regulatory issues. The economic outlook for Turkey is analyzed, with a focus on potential changes in leadership and central bank independence.

What are the potential risks associated with inflation becoming entrenched according to the text?

What factors contribute to the expectation that inflation will fall in the coming months?

How does the speaker view the impact of fiscal stimulus on inflation next year?

What is the significance of the base effect mentioned in relation to inflation?

What conditions would lead the speaker to consider investing in Turkey?