Normalisation of Global Monetary Conditions Now Hurting Emerging Economies

Upside Surprises to Global Growth Spell Trouble for Emerging Markets

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Solid Credit Demand to Buoy Job Creation and Wage Growth

US: Current Monetary Conditions Are Out-Of-Sync with the Real Economy

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

The early 2018 pause in the global rebound seems to be endingThe US 10-year Treasury yields crossed 3.1% on 16 May, reaching a seven-year peak. We expect global growth to regain momentum over the next few months. That would raise expectations of a faster pace of monetary normalisation and cause the real economy to re-absorb more of the liquidity that had flowed into financial assets. With more competition for liquidity, investors will become more sensitive to risks, more selective in their asset…

The early 2018 pause in the global rebound seems to be endingThe US 10-year Treasury yields crossed 3.1% on 16 May, reaching a seven-year peak. We expect global growth to regain momentum over the next few months. That would raise expectations of a faster pace of monetary normalisation and cause the real economy to re-absorb more of the liquidity that had flowed into financial assets. With more competition for liquidity, investors will become more sensitive to risks, more selective in their asset…

Global Economy Regaining Traction May Not Be Good News for Financial Markets