Fed to Implement Tapering in December, Credit Suisse Says

The transcript discusses the market's reaction to the Evergrande crisis, highlighting how accurately the market priced in the event. It examines the role of PBOC injections in stabilizing the market and the authorities' strategies in managing economic imbalances. The discussion also covers investment strategies, market expectations, and the global economic outlook, with a focus on the impact of the US dollar and the COVID-19 pandemic on emerging markets.

What were the observed effects on equities during the Evergrande situation?

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How did the market react to the Evergrande crisis compared to other sectors?

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What role did the PBOC injections play in the market during the crisis?

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What is the significance of Evergrande's debt pile in the context of the financial system?

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What strategies do authorities typically employ to manage economic disruptions?

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What are the potential implications of the Fed's tapering on emerging markets?

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How might the US dollar influence equity markets in the context of the current economic situation?

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