Pendal Group: USD Strength, Rate Hikes Not Good For EMs

The video discusses the global economic tightening path, focusing on inflation challenges and monetary policy adjustments. It explores the impact of economic slowdown on investment strategies in Europe, highlighting the role of central banks. The discussion extends to China's economic slowdown and its global implications, particularly on trade and yields. The video also analyzes bond market scenarios, considering inflation and central bank actions. Finally, it speculates on Australia's economic policy direction, drawing parallels with international trends.

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