Podcasts Growth & Labour Market | Monetary Policy & Inflation | Rates | US
More Fed Rate Cuts Will Help EM Assets (P&L With Paul Sweeney and Lisa Abramowicz, 31 mins)
By Bilal Hafeez
Eric Stein, Co-Director of Global Fixed Income at Eaton Vance, says the overall US economy is generally healthy part from weak investment levels. He adheres to the common view that inflation expectations matter even more than the trade war when it comes to Fed rate decisions and he predicts further easing. Stein sees EMs as the key beneficiaries of the Western interest rate race to the bottom – he will be looking at New Zealand and Thai inflation-linked bonds. Homebuyers are also enjoying the low rates, as Logan Mohtashami, a seasoned financial writer, explains...
Eric Stein, Co-Director of Global Fixed Income at Eaton Vance, says the overall US economy is generally healthy part from weak investment levels. He adheres to the common view that inflation expectations matter even more than the trade war when it comes to Fed rate decisions and he predicts further easing. Stein sees EMs as the key beneficiaries of the Western interest rate race to the bottom – he will be looking at New Zealand and Thai inflation-linked bonds. Homebuyers are also enjoying the low rates, as Logan Mohtashami, a seasoned financial writer, explains...
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