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Video: Emerging Markets Outlook 2022

December 20, 2021
Analyst:
The plot for emerging markets thickens further in 2022. Not just the one with Fed ‘dots’, but also the plot around the vaccination roll outs, the zero Covid strategy in China, the normalization of supply chains, and on (geo)politics, among others. There are likely still multiple twists ahead in this tale, and possibly new factors (like Omicron) to deal with. And with all of that, the answer to whether EM can turn around its structural under-allocation from the last several years as it builds back on its appeal of carry/vol and growth. [more]

More documents about "International"

326 (61-72)
March 11, 2022
61
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]
March 11, 2022
62
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]
January 25, 2022
69
Nicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be a bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates? [more]
January 19, 2022
71
In a new report Peter Hooper, Head of Global Economic Research, and Matthew Luzzetti, Chief US Economist, explain that in recent months the Fed has pivoted toward a more aggressive path of exiting from its current ultra-accommodative pandemic emergency policy stance. They highlight that their view has also become considerably more hawkish, with their baseline expecting liftoff in March, four total rate hikes this year, and a rapid drawdown in the balance sheet beginning in Q3. The central message of the note is that we could be in for an even bigger hawkish surprise in the months ahead. [more]
January 13, 2022
72
As we arrive in 2022, there are plenty of storm clouds on the horizon to grapple with: inflation rates in the major economies remain well above target and well above what the forecasting community expected last year; aggregate demand remains elevated; global supply-chains are still clogged; the Covid-19 pandemic continues to fester; and the geopolitical climate is also darkening. The odds of an accident have risen and the likelihood of a soft landing in 2022 requires some favourable assumptions and a modicum of good luck. [more]
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