Juan Pablo says the hawkish path of the Fed and other main central banks is now to curb inflationary pressures by destroying demand. The policy mistake is failure to grasp risk of sustained inflation, which he notes we're seeing reflected in the equity market. Pablo also notes China remains a wild card, while there are more implications for emerging markets and commodities.
20 May 2022
Morning Trade Live
05 Jan 2023
Morning Trade Live
30 Jan 2023
The Watch List
15 Feb 2023
Morning Trade Live
06 Jan 2023
The Watch List
03 Jan 2023
The Watch List
10 Mar 2023