In today’s briefing:
- Bond Market Monitor: Prime Time Continues
Bond Market Monitor: Prime Time Continues
- Our thesis has not changed even though the Federal Reserve (the Fed) appears to be more hawkish than many investors thought.
- We expect countries with lagging rate cycles, such as China and Thailand, to suffer capital outflows and rising yields.
- In Asia, the spotlights remain on Indonesia and India where macroeconomic fundamentals continue to improve.
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