Global / Interest Rate

Macro Insights Weekly: Top-5 current questions from our clients

Taimur Baig, Samuel Tse / August 11, 2020
Recent client queries include (i) impact of low rates for long, (ii) Covid-19 vaccine development, (iii) USD weakness, (iv) China-US strife, and (v) US election outlook.
Key summary points
  • We think government debt as an asset class remains a buy in key parts of the world
  • Markets are pricing in a 4Q vaccine development, but many uncertainties will linger
  • USD weakness may cause a few distortions in DM, but it will be largely beneficial for EM
  • China-US strife is here to stay, independent of the outcome of US presidential elections
  • Key market moving development would be the outcome of the US Senate elections

Macro Insights Weekly: Top-5 current questions from our clients

Photo credit: AFP Photo

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